Insights

Diversification in the face of bubble speculation

Soaring prices for the “Magnificent Seven” tech stocks have some people wondering if we’re experiencing a 2024 form of the dotcom bubble from the late 1990s. We understand why they’re asking that question, but don’t believe we’re in a bubble. 

Does the new Canadian trust tax reporting apply to you?

Important changes were recently made to the federal government’s trust reporting requirements. These changes could apply to you even if you weren’t required to file a Trust Return in the past. 

Points in Time, Q4 2023

From a market perspective, last year finished on an unexpected high. What do we see in looking ahead to this year? Consensus estimates call for modest growth in 2024, along with lower inflation, higher unemployment, and lower rates. But there are many factors to consider. And as last year showed, there are always some surprises on the horizon.

Tax planning quick facts and common strategies

Our clients don’t need to know all the intricacies of a comprehensive, optimized tax strategy – that’s what we’re there for... amongst other things! However, having a high-level understanding of common tax planning strategies can help you and your loved ones have more informed conversations. In this article, we share high level information on RRSPs, TFSAs, FHSAs, tax deductions, and tax credits. 

My family’s first Christmas in Canada

This holiday season, some of us will be safely surrounded by loved ones, enjoying all the finer things we’ve come to cherish. Sadly, some of us will not be afforded this privilege. Chau Pham shares the remarkable story of his family’s journey from war-torn Vietnam to Canada, reminding us that humanity and compassion can surprise us, even in our darkest hours.