To start 2025, I want to focus on the theme of this column: cutting through the noise. More than ever, it’s easy to let the amount of information out there overwhelm you. At times it feels like the volume is turned up to 10, and everything is urgent. Some of it is important to how you live your day-to-day life. Some is fun and entertaining. But much of it is just clogging your neural pathways. Read more ..read more

2024 was a great time to be an investor while at the same time being one of the most confusing and noisy years I can remember. If you’re like me, you may be looking for a retreat from the holiday mayhem, AI mania, Ottawa and Washington upheaval, and Taylor Swift hangover. I have a suggestion ... Read more ..read more

A legacy or estate planning binder is an essential tool for executors. In this Coffee Break, estate lawyer Lucy Main explores the concept of a 'death binder', detailing the essential documents to include and providing tips on how to organize and maintain it effectively. Lucy is a Partner and Co-Chair of the Wills, Trusts and Estates Practice Group at WeirFoulds, with a practice that focuses on the legal and taxation issues surrounding estate and trust planning and administration. She's an excellent resource on the topic of estate planning and we're thrilled to chat with her again. Read more ..read more

There are many who liken investing in stocks to going to the casino. I vehemently disagree (growing wealth by owning a diversified portfolio of companies is hardly gambling), but the tactics of many traders (I can’t call them investors) are indeed getting to be casino-like. Read more ..read more

As we step into a new year, it’s timely to highlight a few important financial numbers for 2025. Read more ..read more

We’re excited to announce that our popular Transfer Fee Reimbursement Program is back — this time permanently! Starting January 1st, you can say goodbye to transfer fees when you move an account to us worth $50,000 or more. Read more ..read more

Vancouver City Council voted recently to explore accepting payments through bitcoin. Earlier in the fall, Premier Doug Ford of Ontario dreamt (out loud) of building a tunnel under Highway 401. And the Leafs started the season with the second-best odds of winning the Stanley Cup. These items sum up where we are on the fantasy-versus-reality spectrum. Certainly, for investors, the year of Taylor and Trump has seen a steady rise in speculation, risk-taking and, yes, dreaming. It’s like the euphoria of 1999 and 2021, but the mix is different. There’s no Pets.com, cannabis, NFTs or EVs, but there ..read more

Unlock the power of charitable giving with effective donation strategies that maximize tax benefits while making a meaningful impact. In Part II of our discussion with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, we dive into actionable ways Canadians can elevate their giving, from leveraging donor-advised funds to gifting appreciated securities. Read more ..read more

In the next few weeks, your newsfeed will be filled with predictions about 2025. Emerging trends. Stock market targets. Impact of government changes. Before you take the time to read any of them, I implore you to look at these two pieces, both of which are from commentators that we like and value. Read more ..read more

Charitable giving offers many benefits beyond just tax credits. It can enhance your happiness and help support causes that matter to you. In this Coffee Break, we chat with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, about how Canadians can make their charitable giving more impactful. Read more ..read more