Our Views

  • If there was a quote that sums up the mission behind International Women’s Day 2021, it’s this one: “A gender equal society needs empowered women and girls who take control of their lives, make their own decisions, and succeed in their chosen pursuits.” We believe one of the ways women can feel ... Keep Reading >
  • In the second half of our interview with renowned economist Maureen Farrow, we discuss the topic of women’s financial empowerment. This year’s International Women’s Day theme is #ChooseToChallenge, a call to women the world over to confront and overcome gender bias in all walks of life. As ... Keep Reading >
  • Maureen Farrow doesn’t need to be reminded of women’s struggle for professional equality. The globally-renowned independent economist and president of Economap Inc., has been challenging (and overcoming) gender bias and stereotypes since the start of her 50-year career. Farrow—who for many ... Keep Reading >
  • You have a substantial asset base, varied sources of income and multiple financial structures – which means you also have greater complexity in your life. It probably didn’t happen overnight. The complexity may have crept up on you as your income and wealth have grown. This is a nice problem to ... Keep Reading >
  • On Valentine’s Day, talking about household finances may seem like a pretty poor accompaniment to roses and an intimate dinner. But it could be exactly the kind of (admittedly non-romantic) gift that strengthens the bond between you and your partner longer-term. Working to build mutual ... Keep Reading >
  • If you’re a business owner or incorporated professional in Ontario and haven’t looked at the Individual Pension Plan (IPP) as a tool to achieve your retirement goals of late, now may be the time to take another look. Recent changes to Ontario’s Pension Benefits Act (PBA) have reduced ... Keep Reading >
  • If there was a time for high-net worth Canadians to reflect, take stock of their wealth and tick key items off their year-end financial checklist, this would be it. Adapting your financial strategy—taking into account the developments of the past year—is as important as ever, despite the social ... Keep Reading >
  • This weekend, as families gather for a socially-distanced (even virtual?) Thanksgiving dinner, the things we once took for granted, we now take with gratitude. Some of our client families use this traditional weekend celebration to discuss their charitable giving plans – putting gratitude into ... Keep Reading >
  • The coronavirus pandemic has prompted a great deal of reflection among Canadian pre- and post-retirees on many things, including estate planning. With a little more time on your hands, now may be the ideal time to ‘stress test’ your estate plan to make sure its many components reflect your ... Keep Reading >
  • For high net-worth retirees, the risk of depleting their capital in their living years is sometimes a source of anxiety, no matter how wealthy they may be. This anxiety is heightened during periods of volatility when portfolios are down and their withdrawals take a proportionately bigger piece ... Keep Reading >