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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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
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
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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