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
Iran strikes cap off a dizzying month of newsflow and volatility causing events
3/9/2026
Review the latest Insights and Strategies.
Markets & Investing
Rewriting the Narrative
3/9/2026
5 Myths About Canadian Women and Wealth
Life Events, Lifestyle & Technology
Give to Gain: Redefining Resilience
3/6/2026
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
Life Events, Lifestyle & Technology
Tips to Protect Yourself From Fraud
3/6/2026
In today’s fast-paced digital world, fraud is becoming more common and sophisticated.
Life Events Lifestyle and Technology
Iran conflict causing short-term volatility, but investors should stay committed to longer-term plans
3/4/2026
Review our latest Market Perspectives.
Markets & Investing
Women Poised to Shape Canada’s Financial Future
3/2/2026
By 2028, women will not only inherit significant wealth, but they will also help shape the direction of Canada’s future economy.
Life Events, Lifestyle & Technology
2026 Alberta Budget Highlights
3/2/2026
On February 26, 2026, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2026 budget.
Tax Planning
Building Generational Wealth with Trusts - Strategies that lasts
2/20/2026
A Presentation from our Estate & Trust Solutions specialists.
Watch our latest Client Insights webinar.
Retirement & Estate Planning
2026 British Columbia Budget Highlights
2/19/2026
On February 17, 2026 British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2026/27 budget.
Tax Planning
The Parental Union That’s Reshaping Quebec Families
2/17/2026
Families grow in all kinds of ways.
Retirement & Estate Planning