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
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Legacy in Action: Philanthropy, Planning & Purpose Across Generations

11/21/2025

Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Federal budget sets the tone for more business investment in Canada
11/6/2025
Review the latest Insights and Strategies.
Markets & Investing
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2025 Federal Budget Highlights
11/4/2025
On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.
Tax Planning
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November is Financial Literacy Month

11/3/2025

November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
Life Events, Lifestyle & Technology