Why Younger Clients are Having Legacy Conversations Earlier
May 22nd, 2026
High-net-worth clients spend a lot of time deciding how and when to make big donations. Kelly Cole, as […]
INSIGHTS
How Donating Appreciated Securities In-kind Boosts Tax Benefits
May 22nd, 2026
Canadians who enjoyed big gains on their investments this year and are interested in charitable giving should consider […]
Choosing the Right Software
May 14th, 2026
One of the most important things in any business is making sure you have enough money to pay […]
Withholding Tax on Rent Paid to Non-Residents: Some Relief
May 6th, 2026
Amounts paid to a non-resident as rent for the right to use property in Canada, including rent for […]
12 Tips to a Brighter Future
May 1st, 2026
Month Helpful Tip Create a budget and include lump sum items, such as vacations and gifts. Ensure you […]
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