OUR INSIGHTS

Can You Leverage the New Canadian Entrepreneurs’ Incentive?

To start and scale a business, entrepreneurs require substantial capital for investments in workforce, technology, and infrastructure. To that end, the 2024 federal budget introduced a new Canadian

Now What? The Benefit of a Capital Gains Reserve After the Inclusion Rate Hike

The controversial increase to the capital gains inclusion rate (CGIR) to two-thirds from half, effective June 25, 2024, has created a new tax reality for Canadian investors. While the window for

Password Planning for the Digital Age

In life, passwords serve as the keys to our digital kingdoms, guarding everything from cryptocurrency accounts to social media profiles and personal media archives. In death, these same passwords can

Understanding Life Interest Trusts: A Guide to Mitigating Capital Gains Tax Impact

The 2024 federal budget proposes a significant change that could impact life interest trusts: an increase in the capital gains inclusion rate from 50% to 66.67% for trusts on the first realized

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation

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