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25 September 2020
Expert insight, Financial and estate planning, NewsProtection of persons in vulnerable situations – recognizing financial abuseBe prepared in the event of incapacity : tools and services to avoid the worse.
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26 August 2020
Expert insight, Taxation and incorporationDoes incorporation have real value for entrepreneurs?If you are in the process of becoming, or are already, an entrepreneur, a freelancer or a self-employed worker, you have probably heard about incorporation.
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03 February 2020
Expert insight, Financial and estate planningBuying 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. […]
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27 November 2019
Expert insightCanadian and U.S. monetary policy: two very different trajectoriesThe U.S.-China trade war has caused a great deal of economic uncertainty over the past few quarters. What can we expect in the coming months?
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02 August 2019
Expert insightInvestment NewsOn May 2, 2019, the United States announced major sanctions against all countries that import Iranian oil. The U.S. administration’s intention was to deprive the Iranian regime of its main source of revenue by cutting the equivalent of 700,000 to 800,000 barrels of crude per day.
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15 July 2019
Expert insight, Financial and estate planningPension plans: Who gets the death benefit when you die?A detailed assessment of your situation is even more important if your matrimonial status changed during your life as a result of a separation or divorce, followed by a de facto union or a new civil union or marriage. Achieving your estate objectives could be jeopardized. . To better understand the rules that could apply […]
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07 January 2019
Case study, Expert insight, Taxation and incorporationShould 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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04 September 2018
Expert insightThe leverage loan: to be used or avoided?Many investors are unfamiliar with the leverage loan, and for good reason! Since it is a special investment strategy, you have to know all the ins and outs to use it properly.
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27 June 2018
Expert insight, Taxation and incorporationOwning a home in the United States: Make sure you understand the rules!In Canada, home values have been constantly rising for many years now, and this overheating of the real estate market shows no signs of abating. In this environment, the idea of owning a home abroad could become a very attractive option.
