Newsletters

  • A recent study that used the archives of almost two centuries of newspapers concluded that positive news-based economic sentiment actually predicts economic growth, even more than economic growth drives sentiment. Research by former World Bank economist Charles Kenny nearly a decade ago supports this stance: optimism correlates with faster productivity growth and stronger economic performance. In our Spring newsletter — “The Rising Tide of Optimism” — we highlight some reasons for optimism.

  • The sense of uncertainty many of us may feel today is not entirely new. Those studying human behaviour suggest we may be susceptible to an “uncertainty illusion.” In the present and looking to the future, we rightly sense that we are living amid profound uncertainty. In hindsight, when the past is known, it appears better than anticipated. In our Winter newsletter — “Brighter Days Ahead” — one perspective may come from reflecting on generational change. Perhaps the lessons from the past can be a reminder of the prospect of brighter days ahead.

  • Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.

  • Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.

  • Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?

  • Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.

  • The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.

  • For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.