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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Expert insightMarket update
The 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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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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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.
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Expert insightMajor change to the Quebec Pension Plan
Many of these questions were answered in the new pension reform announced by Retraite Québec (RQ). The government of Quebec has decided to harmonize its pension plan to bring it in line with the plan that will be offered in the other provinces of Canada. This is good news for all taxpayers, but you must […]
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Expert insightQuebec offers tax relief for the transfer of a family business – Case study
Selling your business to a corporation not dealing at arm’s length Before the new measures were announced, selling a business to a corporation not dealing at arm’s length could be very disadvantageous from a tax standpoint, compared to a sale to a corporation dealing at arm’s length. Generally, when selling a business, the seller wants […]