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
Give to Gain: Redefining Resilience
3/6/2026
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
Life Events, Lifestyle & Technology
Tips to Protect Yourself From Fraud
3/6/2026
In today’s fast-paced digital world, fraud is becoming more common and sophisticated.
Life Events Lifestyle and Technology
Iran conflict causing short-term volatility, but investors should stay committed to longer-term plans
3/4/2026
Review our latest Market Perspectives.
Markets & Investing
Women Poised to Shape Canada’s Financial Future
3/2/2026
By 2028, women will not only inherit significant wealth, but they will also help shape the direction of Canada’s future economy.
Life Events, Lifestyle & Technology
2026 Alberta Budget Highlights
3/2/2026
On February 26, 2026, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2026 budget.
Tax Planning
2026 Nova Scotia Budget Highlights
2/26/2026
On February 23, 2026, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2026-27 budget.
Tax Planning
Building Generational Wealth with Trusts - Strategies that lasts
2/20/2026
A Presentation from our Estate & Trust Solutions specialists.
Watch our latest Client Insights webinar.
Retirement & Estate Planning
The Parental Union That’s Reshaping Quebec Families
2/17/2026
Families grow in all kinds of ways.
Retirement & Estate Planning
How Much Do You Need to Retire in Canada? Rethinking the Retirement Number
2/17/2026
Your guide to planning a fulfilling retirement with confidence.
Retirement & Estate Planning
Volatility remains high while our overall positive outlook remains intact
2/9/2026
Review the latest Insights and Strategies.
Markets & Investing
