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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29 September 2019
Expert insight, Financial and estate planningChallenges of succession liquidators and testamentary trust trusteesA liquidator and a trustee are both persons of trust who must ensure that a patrimony is transmitted to its beneficiaries according to best practices. The choice of a liquidator or a trustee, especially when it concerns your patrimony, is essential.
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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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11 July 2019
Expert insight, Investment and marketsCreate a real impact with responsible investingFor the past ten years, the world of investment has been shaken up by the arrival of responsible investing, a new market trend which continues to grow.
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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.
