Cross-Border Donating – Impact Beyond Borders
9/30/2025
Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
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
Passing Down the Family Cottage
9/21/2026
A tax & financial planning perspective.
Tax Planning
Back To School: Smart Ways to Maximize Your Child's RESP
9/8/2026
As students head back to class, many families are thinking ahead to the cost of post-secondary education.
Life Events, Lifestyle & Technology
Markets remain positive despite the escalating noise
9/8/2026
Review the latest Insights and Strategies.
Markets & Investing
What you need to know as the Canada-U.S. trade dispute escalates
8/26/2026
On July 20, President Trump announced that he would be using Section 338 of the Tariff Act of 1930 to impose additional 50% tariffs.
Markets & Investing
Important Questions for Your Insurance Coverage Review
8/25/2026
Keep your coverage current at every stage.
Life Events, Lifestyle & Technology
Focus turns from rewarding AI build-outs to its use, discipline, and monetization
8/10/2026
Review the latest Insights and Strategies.
Markets & Investing
