In our rapidly evolving and interconnected world, global events can have a local impact. Markets are often volatile, and tax rules can change. Our experts help you understand these issues and how they affect you.
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29 September 2025
Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian contributes to the “Personal Finance” series in La PresseIn a special series, Nicolas Karaoglanian, wealth management advisor, shares his expertise on a growing trend: using the value of your property to support your retirement. He emphasizes that, while this strategy can be relevant, it must be part of an overall financial plan that considers future needs, tax implications, and available alternatives. It’s a thoughtful approach to a peaceful retirement!
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10 September 2025
Financial panorama, Investment and markets, NewsThe tariff era: Growing markets, slowing economiesLe 12 mai 2025, les représentant américains et chinois ont convenu de réduire le taux des tarifs à 30 % pour les importations aux États-Unis et à 10 % pour les importations en Chine, et ce, pour une période de 90 jours. L’accord sous-entendait l’autorisation de la part des autorités gouvernementales chinoises d’une reprise des exportations de minerais rares.
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11 August 2025
Financial and estate planning, In focus, In the media, NewsMarie-Pier Drolet discusses mortgage repayment at retirement in La PresseIn a case study from Camille Dauphinais-Pelletier’s “Train de vie” column in La Presse, Lise, a reader, wonders if it’s better to use her Quebec Pension Plan and Old Age Security pensions to pay off her mortgage quickly.
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16 July 2025
Financial panorama, Investment and markets, NewsFinancial markets on the rise in a still uncertain environmentU.S. Big Beautiful Bill passed. In Canada, Bill C-5 (One Canadian Economy Act) passed. Since April 2, markets have been awaiting the outcome of tariff negotiations. The high level of indecision is slowing business spending, and possibly consumer spending too.
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30 June 2025
Financial and estate planning, In focus, NewsNathalie Poisson in Les AffairesThe new parental union regime takes effect today, meaning that common-law spouses who have a child after June 29, 2025, will be subject to this law.
