Elevate your wealth

The Bank of Canada “(BoC” or “the Bank”) left its benchmark overnight rate unchanged at 1.75% on January 9, providing temporary relief to Canadians who have been grappling with rising interest costs for the past 18 months (Figure 1) on near-record levels of debt. Click here to read our latest market bulletin.

Market & Economic Environment:  December capped the worst year for global equities since 2008, as the S&P 500 and Dow Jones Industrial Average plunged 9.2% and 8.7% respectively for their biggest declines in that month since 1931. With November’s gains only providing a temporary respite from the broad selloff that commenced in October, most major […]

Everyone has heard the saying “there are only two certainties in life, death and taxes.” When we pass away most of our accumulated wealth is subject to income tax, probate tax or both. There are some simple things we can do to reduce this inevitable tax bill on our estates: own certain non-registered assets jointly […]