What to Know Before Starting a Private Foundation in Canada
25 Sep 2026For farm families, business owners, and high‑net‑worth households, giving is deeply personal, which is why establishing a private foundation is as much a values decision as it is a legal and financial one. When clients ask us how much they should (or can) give, we flip the script. As wealth grows, the focus often shifts from generosity alone to building a meaningful legacy through structured stewardship that is organized, sustainable, and reflects the family’s unique ethos.
Are You Financially Fit?
31 Jul 2026As we settle into the dog days of summer here in Canada, many are making the most of the mountain trails and sparkling lakes, seizing every opportunity to be outside. We hope you’re finding time to enjoy the extra daylight hours, whether that means biking, hiking, kayaking, golfing, playing tennis, or simply burning off all that pent-up winter energy. It’s a short season, but a glorious one.
Why Brain Health Matters for Business Owners
22 Jun 2026You have heard it said that ‘health is wealth’. To that end, in the pursuit of longevity and prosperity, we make a plethora of healthy decisions to manage our blood pressure or cholesterol and facilitate overall healthy ageing. These disciplined steps are tangible, and most of the time the results can be tracked. But when it comes to protecting the most valuable asset on our shoulders, the brain, from neurodegenerative disease (inasmuch is within our control), we may be faltering or not quite sure where to start.
I'm Retired... Now What?
20 Feb 2026We 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 2025The 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.
Closing the Cottage for the Season: A Financial and Family Review
09 Oct 2025Whether 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.