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
What you need to know as the Canada-U.S. trade dispute escalates
8/26/2026
On July 20, President Trump announced that he would be using Section 338 of the Tariff Act of 1930 to impose additional 50% tariffs.
Markets & Investing
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Important Questions for Your Insurance Coverage Review
8/25/2026
Keep your coverage current at every stage.
Life Events, Lifestyle & Technology
Focus turns from rewarding AI build-outs to its use, discipline, and monetization
8/10/2026
Review the latest Insights and Strategies.
Markets & Investing
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
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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
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Earnings growth continues to drive optimism in the markets, despite geopolitical backdrop
7/9/2026
Review the latest Insights and Strategies.
Markets & Investing
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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
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Brain Health, Family Decisions, and Your Financial Plan
6/26/2026
Watch our latest Client Insights webinar.
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