Discipline During Times of Disruption

13 Mar 2026

The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only looking at the energy market indices, you might have missed out on the excitement entirely.

I'm Retired... Now What?

20 Feb 2026

We all know that “health is wealth” and “time is money,” yet when it comes to the years leading up to retirement, many are not prepared for the decades ahead. Much of it comes down to mindset. 

Generational Wealth Planning and the 21-Year Deemed Disposition Rule: What Budget 2025 Changes

28 Nov 2025

The 2025 Canadian federal budget introduced significant changes to the taxation framework for trusts, notably tightening rules around the trust-to-trust transfer provisions designed to restrict tax avoidance related to the 21-year deemed disposition rule. 

SANDSTONE Recertifies as a B Corporation

27 Oct 2025

We’re proud to announce that SANDSTONE has successfully recertified as a B Corporation over the summer! B Corps must undergo a rigorous B Impact Assessment (BIA) recertification process every three years to maintain their status, meeting high standards of social and environmental performance, accountability, and transparency.

Closing the Cottage for the Season: A Financial and Family Review

09 Oct 2025

Whether you're considering maintenance, renovations, or even the future of the cottage itself, this seasonal close is an opportunity to reflect and plan for what's ahead.

Do You Own Gold? Central Banks Do!

02 Oct 2025

For the first time in over three decades, foreign central banks own more gold than U.S. Treasury bonds as a percentage of their reserves. What does this mean for the U.S. dollar’s privileged position as global reserve currency?

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