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
Tax Loss Harvesting Canada: 2026 Guide
7/13/2026
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
Tax Planning
Earnings growth continues to drive optimism in the markets, despite geopolitical backdrop
7/9/2026
Review the latest Insights and Strategies.
Markets & Investing
The Cost of Cognitive Care in Canada
6/30/2026
As life expectancy continues to rise in Canada, people are living longer and more fulfilling lives.
Retirement & Estate Planning
Financial planning for women in Canada
6/29/2026
Protect independence through career breaks, caregiving, and longer retirements with Raymond James.
Life Events, Lifestyle & Technology
Outsmart the Scams
6/24/2026
Isn't the internet great?
Life Events, Lifestyle & Technology
Market Perspectives: Beyond July 1
6/19/2026
Understanding the Road Ahead for USMCA
Markets & Investing
Helping Your Child Buy Their First Home
6/18/2026
Helping a child buy a first home is a meaningful milestone.
Retirement & Estate Planning
Cross-Border Investing Canada US 2026 Guide
6/16/2026
Navigate cross-border investing Canada US 2026 with tips for taxes, accounts, residency rules, and smarter portfolio choices for Canadians and U.S. persons.
Tax Planning
Scam Alert: Learn to Spot and Stop Common Fraud Tactics
6/10/2026
These 10 common scams catch people off guard. Here’s how you can stay one step ahead of them.
Life Events, Lifestyle & Technology
Canada’s "technical recession" likely yields to better growth through the rest of 2026
6/8/2026
Review the latest Insights and Strategies.
Markets & Investing
