Insights and Strategies
11/6/2024
Striking the Right Balance.
Markets & Investing
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October 2024: Attempting to Stick the Soft Landing

10/22/2024

As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
Save taxes by timing donations strategically
10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
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Save taxes by donating securities in your "HoldCo"
10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
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Save taxes by donating securities "in kind"

10/15/2024

When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning