Our experts examine various subjects such as wealth management, the financial markets, and economic developments and their impacts.
Take the time to read the articles prepared for you.
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11 January 2019
Expert insight, NewsRRSP, TFSA and RESP: In 2019, maximize your savings!Do you contribute the maximum annual amount to your registered savings plans? If you haven’t already done so, make a resolution to optimize your savings in your registered plans in order to benefit from the tax deductions or grants available to you.
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07 January 2019
Case study, Expert insightShould I save in my TFSA or in my corporation? Case studyUnfortunately there’s no universal answer, since the decision depends on a number of factors, the most important being your asset allocation.
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21 December 2018
Expert insightMarket updateThe key feature of 2018 has been the resumption of volatility on the financial markets. As a result, many investors have experienced a wide range of emotions. So we think it’s a good time to provide a market update.
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18 November 2018
Expert insight, NewsYour year-end tax strategiesWith year-end comes the time to take stock of your finances. As a professional, you can optimize your personal or professional financial situation by following our recommendations.
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28 October 2018
Expert insightBuying a home as a couple: what to do in case of financial inequality?We will examine here different situations that can arise when purchasing a home when the spouses’ financial contribution is unequal, either in terms of the down payment or with regard to the joint expenses. Such a disparity can often generate tensions. We will therefore suggest possible solutions for several typical scenarios that we have developed. […]
