10 Things Investors Should Expect in 2018

Markets | Jan 9, 2018

The world is an exceptionally complex place.  World events, politics, the markets – no one really has any idea what’s going to happen in 2018. Some, of course, will fancy…

Revised Rules on Income Sprinkling

Wealth Planning | Dec 19, 2017

On December 13, 2017, Canada’s Minister of Finance, Bill Morneau, announced revised tax measures related to “income sprinkling” by business owners and their families. The new rules will take effect…

Investing at All-Time Highs in a Trumpty Dumpty World

Webcasts | Nov 15, 2017

Every year, we host our annual State of the Markets Seminar Series. This is an intimate event is intended to provide an informative discussion, highlighting our current market outlook and…

Highlights from the 2017 British Columbia Budget

Wealth Planning | Sep 11, 2017

Finance Minister Carole James tabled the first budget of the new British Columbia provincial government on September 11, 2017. This updates the outgoing government’s provincial budget from February 21, 2017,…