Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.
We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.
Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.
Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.
What keeps business owners from preparing to let go of their businesses?
The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.
How investors react during periods of decline is critical to their long-term success.
