Key themes for 2025
In this article, we share some insights on what to expect in 2025.
Broadening Equity Market Returns
Equity markets delivered strong returns …
What is changing about the capital gains tax?
The new capital gains tax policy, effective from June 25, 2024, brings significant changes for individual investors, corporations, and trusts. Thi…
How Can I Avoid the Old Age Security Clawback and Maximize OAS payments?
Old Age Security (OAS) is a source of income for many Canadians during retirement, but many retirees are concerned about losing a portion of their…
Federal Budget 2024: Here are the takeaways
The release of the Canadian federal budget is always a highly anticipated event. Serving as the government’s financial blueprint, it outlines its …
