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      OUR INSIGHTS

      World News Happenings

      31ST CITIC CLSA Investors' Forum Highlights

      Hong Kong, September 2024 - Our CEO and Chief Investment Strategist, Sharon Watkins, recently attended Asia’s premier and longest-running investor forum to unpack the critical macro, geopolitical,

      Tax

      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

      Education Planning

      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

      Tax

      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

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