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FACTORS IMPACTING THE CPP TIMING DECISION: More Perspectives on When To Start CPP Benefits

In estate planning, many of us tend to focus on assets with tangible value, such as investments and real estate. Yet, frequently disregarded are many digital assets due to their perceived lack of monetary value. However, a Wall Street Journal article reminds us that these assets may possess substantial sentimental ...
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Your Digital Footprint: Don’t Overlook Its Value

In estate planning, many of us tend to focus on assets with tangible value, such as investments and real estate. Yet, frequently disregarded are many digital assets due to their perceived lack of monetary value. However, a Wall Street Journal article reminds us that these assets may possess substantial sentimental ...
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Unlocking High Net-Worth Financial Solutions with National Bank’s Private Banking 1859

Discover the exclusive world of National Bank's Private Banking 1859. In this episode of Small Convos, we dive into the services and benefits of private banking, tailored for high net-worth individuals. Learn from Senior Private Banker Jubril Adesina about the red carpet service, custom solutions, and who qualifies for these ...
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BE AWARE OF NEW REPORTING RULES: Are You Associated With a “Bare Trust” Arrangement?

Are you a legal owner of an asset where someone else is a beneficial owner and has a beneficial interest and oversight of the asset?I f so, you may be holding a “bare trust” and have a filing requirement where you previously did not.
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Proposed Increase in Lifetime Capital Gains Exemption to $1,250,000

We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or ...
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Thinking Beyond Retirement: A Higher Purpose

It has been said that “if you are what you do, when you don’t … you aren’t.” As you think ahead, have you contemplated a plan for what you will do in retirement?
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