With the recent budget announcement coming from the PMO, specifically as it relates to the Capital Gains Inclusion Rate, we thought it was timely to release a few of our thoughts and a call to action. If you are an individual with a non registered account that has significant capital Read more…
Did you know that if you don’t have a Will, a Holographic Will can cover you until such time as you have a formalized Will. The Succession Law Reform Act requires that a holograph will be wholly in the testator’s own handwriting and signed by the testator. This means that Read more…
Solid Returns YTD – What to expect in 2024 After what was a dismal 2022 for both the Bond and Equity markets, we are pleased to have seen a moderate recovery across all client accounts in 2023. The general market recovery was led, for most of the year, by a Read more…
There is a noticeable chill in the air as fall heads to winter. That chill is also extending into the economy. Housing inventory has increased, retail sales are starting to show weakness, inflation is stickier than expected, and household debt is extremely high. Couple that with two wars to the Read more…
We have experienced extreme stock and bond market volatility so far this year, due primarily to inflation and central bank interest rate increases. Some days it seems the magnitude of the stock market declines and gains are more like a “shock market” than a stock market. It is easy to Read more…