GENERATIONAL WEALTH PLANNING AND THE 21-YEAR DEEMED DISPOSITION RULE: WHAT BUDGET 2025 CHANGES
28 Nov 2025The 2025 Canadian federal budget introduced significant changes to the taxation framework for trusts, notably tightening rules around the trust-to-trust transfer provisions designed to restrict tax avoidance related to the 21-year deemed disposition rule.
SANDSTONE RECERTIFIES AS A B CORPORATION
27 Oct 2025We’re proud to announce that SANDSTONE has successfully recertified as a B Corporation over the summer! B Corps must undergo a rigorous B Impact Assessment (BIA) recertification process every three years to maintain their status, meeting high standards of social and environmental performance, accountability, and transparency.
CLOSING THE COTTAGE FOR THE SEASON: A FINANCIAL AND FAMILY REVIEW
09 Oct 2025Whether you're considering maintenance, renovations, or even the future of the cottage itself, this seasonal close is an opportunity to reflect and plan for what's ahead.
DO YOU OWN GOLD? CENTRAL BANKS DO!
02 Oct 2025For the first time in over three decades, foreign central banks own more gold than U.S. Treasury bonds as a percentage of their reserves. What does this mean for the U.S. dollar’s privileged position as global reserve currency?
THE FUTURE OF WEALTH MANAGEMENT: OPEN BANKING OPPORTUNITIES FOR OUR CLIENTS
14 Jul 2025SANDSTONE’s portfolio manager and partner Niki Dunne recently attended the Toronto Open Banking Expo, where 600+ industry leaders, regulators, and innovators gathered to discuss the current state and future of open banking in Canada.
“ONE BIG BEAUTIFUL BILL” COULD TRIGGER MAJOR CHANGES IN CROSS-BORDER TAXATION
03 Jun 2025As the U.S. continues to grapple with fiscal pressures, the Trump administration’s sweeping tax and spending package, dubbed the “One Big Beautiful Bill Act,” has cleared the House of Representatives and now faces Senate scrutiny. Among the most consequential measures for Canadians: a new excise tax on outbound money transfers by non-citizens and a sharp increase in tax on U.S.-source income.