Advisor to Client

Investing

Three trends that will drive Canada’s economy in 2017

Here's a look at what to expect for the Canadian, U.S. and global economy in the coming year.

By Staff |December 21, 2016

2 min read

Investing

VIDEO: What are supply and demand?

We explain these fundamental economic principles that affect everything from everyday transactions to stock market moves.

December 12, 2016

1 min read

Investing

Learn about the first woman on Canadian currency

Understand why Viola Desmond will be featured on a new $10 Canadian bank note.

By Staff |December 12, 2016

2 min read

Tax

Answer these 9 year-end tax questions

Now is the time to be proactive about tax planning.

By Staff |December 9, 2016

3 min read

Investing

How to keep bad corporate bonds out of your portfolio

Investing in corporate credit? Find out what to look for in financial statements, what to avoid and how to spot red flags

By Staff |December 2, 2016

4 min read

Financial Planning

Tax strategies for passing on Modern Family’s closet business

Once Jay and Claire sort out their succession plans for Pritchett’s Closets and Blinds, Jay can turn to minimizing how much tax he’ll have to pay when he passes down the company.

By Sarah Cunningham-Scharf |November 23, 2016

3 min read

Financial Planning

Modern Family’s Claire Dunphy gets succession planning help

Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business is a good idea

By Sarah Cunningham-Scharf |November 22, 2016

5 min read

Investing