As part of our ongoing commitment to maintaining an enhanced level of service and thought-leadership, it is important that our team is continuously learning and sharing. We believe that education and knowledge help empower better decisions, and ultimately inspire greater financial confidence in our clients.
Here you can find the latest insights and resources from our team, IG Private Wealth Management and other top industry thought leaders.
To take full advantage of the tax-deferred growth available when investing in a tax-free savings account (TFSA), many Canadians strive to maximize their TFSA contributions as early in the year as possible.
Read moreWith the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them.
Read moreAs we move toward the end of the year, we approach the season of giving. Many Canadians also increase their charitable giving during this period.
Read moreSeparating from a spouse or common-law partner can be an emotionally difficult and complicated experience. Relationship breakdown is also one of the most significant, and often unexpected, financial planning risks a person can face.
Read moreWith the appreciation of the U.S. dollar and the price of U.S. real estate rising in recent years, more Canadians are looking to lock in their gain by selling their U.S. vacation property.
Read morePrescribed rate loans: An effective planning tool to reduce your overall family tax bill
Read moreWith COVID-19’s effect on market conditions, now could be a great time to review your investment portfolio to identify tax planning opportunities, such as tax loss selling.
Read moreAs a business owner, having a well thought out tax and estate plan is key for financial success.
Read moreAs a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Read moreAdding your adult child as a joint owner to your property could have unintended tax and legal consequences.
Read moreIf you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return.
Read moreUpcoming changes to the GICS system promise to shake up strategies and methodologies of investors large and small. Some of the changes could make mutual funds and ETFs that have been market darlings significantly less attractive to investors.
Read moreWhether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
Read moreExplore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates of tax, pension splitting, taxable capital gains, property and more.
Read moreThere’s an easier way to help you shape your philanthropic legacy. Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.
Read moreWhatever your motives, it almost never pays to look for quick investment returns when a pandemic breaks out.
Read moreCanadian professionals including physicians, lawyers, dentists, and veterinarians choose to create a professional corporation for a wide variety of personal and financial reasons. Is it right for you?
Read moreAdding your adult child as a joint owner to your property could have unintended tax and legal consequences.
Read moreTime in the market, not timing the market, is what builds wealth
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