OUR INSIGHTS

The Right Time to Start Collecting CPP and OAS for Your Retirement

Timing is everything, and when it comes to withdrawing your Canadian Pension Plan (CPP) and Old Age Security (OAS) payments, making an informed decision becomes crucial for maximizing your retirement

Maximizing Impact: Have You Considered a Donor-Advised Fund?

As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the Alternative Minimum Tax (AMT)means that, come January 1st, you may no longer receive full

SANDSTONE Wins the CPA Alberta Social Entrepreneurship Award at the 40th Small Business Awards

We are delighted to share the exciting news that SANDSTONE has been honoured with the CPA Alberta Social Entrepreneurship Award at the 40th Small Business Awards in 2023. The gala event, hosted

Taxing Generosity: How Changes to the Alternative Minimum Tax (AMT) May Impact Your Donations

December 1, 2023 - UPDATE Good news! After facing significant pushback against their proposed changes to the Alternative Minimum Tax (AMT), the federal government has seemingly left off the new

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation
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