2024
Navigating the New Trust Reporting Requirements in Canada
Wealth Planning | Feb 1, 2024
New rules aimed at providing more transparency on beneficial ownership of assets now require that more trusts (and estates) file tax returns. These changes will catch many individuals and businesses…
The Illusion of Control: How We Can Be Our Own Worst Enemy in Investing
Wealth Planning | Jan 30, 2024
As humans, we have a strong desire for control and certainty. We want to understand the world around us, and we want to be able to predict and control the…
The Science of Investing: How Factor Investing Can Help You Achieve Your Goals
Wealth Planning | Jan 5, 2024
As investors, we all want to make smart decisions with our money and achieve the best possible returns. But, as we all know, the stock market can be a volatile…