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Discussions with our clients revolve around minimizing the amount of tax they pay over their lifetime. To start the process with clients, we let them know what their estate tax bill will be if they do nothing.

They say two things in life are certain: death and taxes. The goal for our clients is to help them minimize the taxes they pay over their lifetime. We map out a plan with our clients to help achieve this.

When we map out a placement plan for which investments will go into which accounts, there are many principles that we factor into our recommendations.

Kevin Greenard talks about the importance of cash within the asset allocation.

Stock splits can be the subject of some confusion among investors, so we wanted to delve into the mechanics of stock splits and what they mean for investors.

There is a once-in-a-lifetime opportunity for those thinking of utilizing a spousal loan strategy, but you need to act before July 1, 2022.

The Canadian Securities Association (CSA) regulates securities law in sa¹ú¼Ê´«Ã½, including disclosure requirements. They have issued several phases of Client Focused Reforms (CFR) to make changes to ensure clients’ interests are put first.

Over time, investment costs and fees can have a significant impact to your bottom line due to the power of compounding growth.

Learn all about switch trades, when a position is simultaneously sold from a model portfolio and another position is bought with the proceeds.