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
Investment Strategy Quarterly January 2026
1/20/2026
Markets & Investing
Investment Strategy Quarterly - October 2025
10/22/2025
Raymond James
Investment Strategy Quarterly - July 2025
7/22/2025
Raymond James
Investment Strategy Quarterly - April 2025
5/2/2025
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Raymond James
Investment Strategy Quarterly - January 2025
1/27/2025
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Raymond James
Investment Strategy Quarterly - October 2024
10/23/2024
...
Raymond James
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2026 Saskatchewan Budget Highlights
3/20/2026
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
2026 Quebec Budget Highlights
3/19/2026
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
Tax Planning
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How Women Are Transforming the Wealth Conversation
3/19/2026
With women influencing more of Canada’s wealth, conversations with financial advisors are evolving.
Life Events, Lifestyle & Technology
Know the Common Fraud Scams
3/11/2026
There are many fraud scams out there, it’s important to know what they are.
Life Events, Lifestyle & Technology
Iran strikes cap off a dizzying month of newsflow and volatility causing events
3/9/2026
Review the latest Insights and Strategies.
Markets & Investing