Advisor to Client

Client email – Follow up on charitable giving discussion Fallback Image Decorative pattern

Financial Planning

Client email – Follow up on charitable giving discussion

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

November 24, 2014

2 min read

Can you take a working tax holiday? Part 2 Fallback Image Decorative pattern

Tax

Can you take a working tax holiday? Part 2

In Part 1, we looked at becoming a non-resident to shed Canadian tax obligations. Here, we consider tax and investment implications when you become a non-resident and when you return to Canada.

By Jessica Bruno |November 24, 2014

4 min read

Keeping calm about volatility Fallback Image Decorative pattern

Investing

Keeping calm about volatility

In volatile times, investment performance can be stressful.

By Staff |November 24, 2014

1 min read

Adopt a long-term outlook Fallback Image Decorative pattern

Investing

Adopt a long-term outlook

Choppy markets can lead to buying opportunities.

By Staff |November 20, 2014

2 min read