Key Considerations When Planning for Retirement

Canadians have historically relied upon employer-sponsored pension plans, government benefits and their own assets—including rising real estate prices—to cover their financial needs in retirement. But as the economic and retirement landscape changes, Canadians should consider the following points as they prepare for their retirement years:

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Understanding the New Reporting Requirements for Trusts

Is your name on legal title for any assets that you don’t have a beneficial interest in (i.e., a Bare Trust)? Perhaps your name is legally on your parents’ home, or maybe your child’s banking or investment accounts? If this is the case, you may have a new reporting obligation with the Canada Revenue Agency (“CRA”).

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January Market Insights: The 2023 Market Forecast – The Pause that Refreshes

Throughout 2022, I differed from the consensus on what caused the inflation spike. The conventional view was that wages and aggregate demand of the private sector were the main culprits. I disagreed. My thesis was that the twin supply shocks of COVID-19 and the war, along with the extreme fiscal policy response, caused inflation. I adamantly disagree with the false premise that the inflation we experienced was akin to the 1970’s inflation spike.

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Market Insights – December 2022

Referencing the cause and effects of significant events over the past several years that have impacted the markets, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, maintains his stance that despite the noise, everything is going to be fine in 2023.

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