During his presidential campaign, President-elect Joe Biden had proposed a number of tax changes which could impact US expatriates’ resident in Canada.  With the recent Georgia Senate win, Biden’s Democratic ...

Our Non-Resident Digital Event Series continues, with our second installment, “High Net Worth Edition: Legacy, Preservation, and Optimization”, serving up more wisdom from three new industry experts. Continuing our earlier ...

When a person passes away, there are several important duties to be performed in order to fully carry out their financial wishes. Simply having a will isn’t enough to make ...

In our recent blog, we took a look at some of the opportunities now available to Ontario realtors through Bill 145. Essentially, the bill allows real estate agents to avail ...

At the 21 year mark, a trust is deemed to have disposed all of its assets at fair market value. And while that doesn’t mean that the beneficiaries lose the ...

The purpose of life insurance is to provide tax-free funds to those we love in the event of our passing. Ultimately, we want the policy to offer more than just ...

On July 17, 2020 the Federal Government proposed significant changes to the Canada Emergency Wage Subsidy (“CEWS”) effective as of July 5, 2020. These changes follow from a consultation process ...

In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place ...

A family enterprise can be recognized today as an important and distinct organization in the world economy, operating in every country. Although family businesses have been described as unusual business ...