On Friday, Canadian Family Offices.com published the first of a two part-series I wrote titled, "Three big estate-planning missteps, ...

In prior years, my last post of the year was typically about undertaking a "financial clean-up" as a vital component to maintain y...

Happy New Year and I hope 2022 brings you and your family good health and a quick return to something resembling normality. This is my fi...

This is my last blog post of 2021 and I wish you and your loved ones a Merry Christmas and/or a Happy Holiday and a Happy New Year. Today I ...

In keeping with my annual tradition, I am today posting a blog on tax-loss selling, except this year, I changed the title to tax gain/loss ...

The quote “Some people are so poor, all they have is money” has been attributed to Patrick Meagher (a Canadian journalist and author), Bob ...

Last week, CIBC Economics released a report titled “Gifting for a down payment -perspective” by its Deputy Chief Economist, Benjamin Tal. ...