Death, emigration and retirement: Fed budget fallout Three advisors who work with wealthy Canadians discuss potential consequences and pre-June 25 strategies for clients 4 hours ago Wealth
Three family office executives on how they are handling cash Challenge for investors: higher interest rates bode well for holding cash, but make for a high hurdle to allocate to other asset classes 3 days ago Wealth
U.S. tax law expiry potentially ‘a big deal’ Tips on tax planning now for Canadians with cross-border interests for when the U.S. Tax Cuts and Jobs Act is scheduled to sunset March 26, 2024 Wealth
Tax, financial details that can make or break move to U.S. Kris Rossignoli, cross-border tax and financial planner with Cardinal Point Capital Management, on business, personal and estate planning considerations February 27, 2024 Wealth
Where are gold prices headed in 2024? Four global experts look at the factors that will drive the price of gold this year January 16, 2024 Wealth
Tax benefits and tax traps with estate freezes Timing is key, and double taxation is a risk, along with complex issues around governance, family entitlements and shareholder rights December 7, 2023 Estate Planning
How much cash to hold right now Asset managers weigh in on what factors investors should look for and what personal and portfolio requirements determine October 17, 2023 Wealth
Insurance product a one-and-done gift to charity Canada Life’s My Par Gift can create legacy gifts in a cost- and tax-efficient way, compared to giving cash, cheques and credit cards May 25, 2023 Philanthropy
A tool to pass down wealth through generations This type of insurance, when applied in certain circumstances, can be an excellent tool to preserve family wealth May 16, 2023 Wealth
Legal risks of various family office investing scenarios With the growth in family offices comes the issue of having limited in-house expertise to navigate complex legal issues when investing August 30, 2022 Wealth
