Your Money
1/26/2023
University of Calgary
Raymond James
Neighbours of Bearspaw
1/18/2023
February 2023
Raymond James
Neighbours of Bearspaw
1/18/2023
January 2023
Raymond James
Neighbours of Bearspaw
12/30/2021
December 2021
Raymond James
Quarterly Canadian Investment Strategy Outlook
4/25/2024
Watch our latest Client Insights webinar.
Markets & Investing
Talking Taxes
4/24/2024
Listen to our podcast with Sonya Dolguina.
Tax Planning
April 2024: Getting Closer to Rate Cuts
4/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing
Planning for Changes to Taxation of Capital Gains
4/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning
Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy
Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning
Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials
Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning
2024 Federal Budget Highlights
4/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning