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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17 May 2021
Expert insightAdvice, a valuable and much-sought-after commodity!Audrey Lopez de la Osa has a lot to say about her role as an advisor. In just a few questions, she gets to the heart of the matter, because the advisory aspect of her job is key for her.
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10 February 2021
Expert insight, Financial and estate planningTrusts: new reporting requirementThe Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
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08 February 2021
Expert insightQPIP: a plan for the families of todayThe QPIP improvements are significant and will help you better plan your maternity or parental leave.
