Recent Posts

The Biggest Tax Mistakes Canadians Make Every March

Mar 23, 2026 - Andrew Tricomi

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February 2026 market update

Mar 06, 2026 - Canada Life

February was defined by tensions, tariffs, trade talk and shifting rate paths. See how these events filtered through markets....

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January 2026 market update

Feb 05, 2026 - Tom Fraser

January markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath the surface. Geopolitics, central bank decisions and energy markets contributed to the tremors shaping the investment land...

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September 2024 market update

Oct 08, 2024

For the month ended September 30, 2024. Read our monthly update to find out what’s been moving markets....

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August 2024 market update

Sep 06, 2024

For the month ended August 31, 2024...

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July 2024 market update

Aug 08, 2024

For the month ended July 31, 2024. Read our monthly update to find out what’s been moving markets....

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June 2024 market update

Jul 17, 2024

For the month ended June 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de juin 2024

Jul 05, 2024

Pour le mois ayant pris fin le 30 juin 2024...

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May 2024 market update

Jun 06, 2024

For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

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April 2024 market update

May 07, 2024

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de avril 2024

May 07, 2024

Pour le mois ayant pris fin le  30 avril 2024...

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Income attribution rules

May 02, 2024

Canada's tax system incentivizes individuals to transfer their investment assets to family members with lower incomes in order to reduce their tax burden. The benefits of doing so have grown over the last ten years....

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