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.
Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
As we look ahead to 2024, one concern from 2023 is likely to stay with us: the possibility of a recession. It’s important to remember that the 2020 recession was a once-in-a-lifetime event, and since then, the economic cycle has been anything but normal.
Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
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.
With the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them.
As we move toward the end of the year, we approach the season of giving. Many Canadians also increase their charitable giving during this period.
Separating 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.
With 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.
Prescribed rate loans: An effective planning tool to reduce your overall family tax bill
With 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.
As a business owner, having a well thought out tax and estate plan is key for financial success.
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.
If 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.
Upcoming 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.
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
Explore 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.
There’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.
Whatever your motives, it almost never pays to look for quick investment returns when a pandemic breaks out.
Canadian 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?
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.
Time in the market, not timing the market, is what builds wealth