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      OUR INSIGHTS

      Education Planning

      Let Them Decide: Empowering Heirs with the Gift of Decision-Making

      There is a widespread belief that adults make around 35,000 decisions a day.

      Education Planning

      Password Planning for the Digital Age

      In life, passwords serve as the keys to our digital kingdoms, guarding everything from cryptocurrency accounts to social media profiles and personal media archives. In death, these same passwords can

      Tax

      Navigating the Upcoming Capital Gains Tax Changes: Strategies for Wealth Preservation

      The 2024 federal budget introduced a significant proposed increase to the capital gains inclusion rate from 50% to 66.67% for corporations and trusts, and for individuals on net capital gains

      Tax

      Understanding Life Interest Trusts: A Guide to Mitigating Capital Gains Tax Impact

      The 2024 federal budget proposes a significant change that could impact life interest trusts: an increase in the capital gains inclusion rate from 50% to 66.67% for trusts on the first realized

      “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

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      FOUNDATIONS

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