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The Canada Pension Plan (CPP) – What’s new for 2024?

lakeview March 8, 2024

Download this PDF here. Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed ...

Foreign Spin-offs

lakeview March 8, 2024

Many Canadian shareholder investors (“investor”) own foreign securities. Occasionally a foreign corporation (“original corporation”) will spin-off a subsidiary or business line to its shareholders, so ...

No Drama: Plan for a Smooth Family Business Succession

lakeview March 7, 2024

Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next.

March Market Insights: The Financial Storm Is Coming

Ana Delgado March 5, 2024

NAVIGATING CHINA, FED TIGHTENING, FINANCIAL INSTABILITY AND RATE CUTS “A national debt, if it is not excessive, will be to us a national blessing.” – ...

Investing in a Corporation

Ana Delgado February 26, 2024

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,

February Market Insights Video with Dr. James Thorne: Challenge the Norm

Ana Delgado February 25, 2024

By analyzing lessons from the past, Dr. James Thorne concludes that Wall Street and the Feds have misdiagnosed our current economic reality.

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