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Whether tending to your loved ones, your business or your philanthropic endeavours, managing the complexities of your life requires deep understanding, personalized solutions and honest counsel. 
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Our insights

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Tax planning quick facts and common strategies
Tax season may seem far away, but it will be here before you know it! Though our clients don’t need to know all the intricacies of a comprehensive tax strategy (we’re here as experts or stewards of such matters), having a high level understanding can help you and your loved ones have more informed conversations.
Grow Together, December 2024
This issue of Grow Together focuses on the theme "From Hindsight to Insight: Reflections on Building Wealth". It celebrates the lessons our clients and colleagues have learned, providing clarity and confidence as we head into 2025.
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A tariffible idea
Given Trump’s affinity for tariffs, it’s likely we will see additional tariffs in Canada in one way, shape, or form. What does this mean for our economy, the markets, and how should an investor prepare for this?
In the News
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Events

Whether in-person or virtual, we believe in the power of human connection. We deliver events that are impactful and time well spent.

Did you miss it? We recently hosted a special virtual client event, Are we there yet. Our in-house investment team shared insights and helped clients find their way to the ‘finish line’ through the market’s ups and downs. Click here to learn more.