First Home Savings Account

Mutual funds and segregated funds: 5 points to note for tax season (and beyond) Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Tax Strategies

Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Both are common, useful investments — but there are important nuances

By Wilmot George |March 12, 2026

6 min read

Providing intergenerational financial support Providing intergenerational financial support

Tax Strategies

Providing intergenerational financial support

Eight strategies that recognize Canada’s current wealth transfer challenges

By Marc Mercier |October 10, 2025

8 min read