Investing in a Corporation
Investing in a Corporation February 23, 202 Download this PDF here. For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds? As personal marginal tax rates can be significant, […]
May Market Insights: From Hegemony to Balance
May 13, 2025 The Mar-a-Lago strategy and the future of American power “War is the continuation of politics by other means.” – Carl von Clausewitz (1832) Download this PDF here. In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence […]
Canadian Election Special Market Insights: Carney’s Canada
April 30, 2025 THE ILLUSION OF A REVIVAL OR A PRELUDE TO RECKONING? “I, however, place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared.” – Thomas Jefferson Download this PDF here. Now that the Canadian election is over and Mark Carney has […]
2025 Personal Tax Planning Cards
2025 Personal Tax Planning Cards These personal tax planning cards provide province- and territory-specific tax rates and figures. These cards were updated to reflect the proposed increase to the capital gains inclusion rate. Tax rates and figures are as at March 2025. Alberta Tax Card AB – AWPG_Personal_Tax_Cards_AB_03_2025_Final_EN (1) British Columbia Tax Card BC – […]
The Art of Prompting: Getting the Best from ChatGPT
The Art of Prompting: Getting the Best from ChatGPT is an insightful recorded webinar designed to help you unlock the full potential of AI in everyday life. Featuring guest hosts Jonathan Cameron and Sameh Sukhon from First Trust, this engaging session explores how effective prompting can dramatically improve your interactions with ChatGPT—whether you’re […]
Investment Insight Spring 2025
A Cloud of Uncertainty The rhetorical tautology, “Predictions are difficult, especially about the future” may feel particularly relevant today.1 The start of 2025 has been marked by low visibility, with two events casting a cloud of uncertainty over investor sentiment: the launch of DeepSeek’s AI platform—claiming to be a significantly lower-cost model—and U.S. President Trump […]
April Market Insights: Embracing a Multipolar World
April Market Insights: Embracing a Multipolar World April 8, 2025 Unlocking a new golden era for investors “The condition of man … is a condition of war of everyone against everyone;” yet, by the mutual agreement of sovereign powers, peace may be obtained, and the benefits of order secured. – Thomas Hobbes, Leviathan (1651) Download […]
March Market Insights: From Trump’s Demands to Canada’s Destiny
March Market Insights: From Trump’s Demands to Canada’s Destiny March 6, 2025 Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God sounding through events; then leap up and grasp the hem of his garment.” – Otto von Bismarck Download this PDF here. […]
February Market Insights: From Extremes To Centre
In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to reflect on the evolution of the U.S. dollar.
Federal Government Defers Capital Gains Inclusion Rate Increase to 2026
The federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate