Newsletters

  • At our annual Investment Strategy Conference, I had the pleasure of sitting down with a real legend in the quant investing world:
    Cliff Asness. For some 30 years, Cliff has been a leading figure in his field, with bona fides next to none.

  • Unsure whether to choose a Registered Retirement Savings Plan or Tax-Free Savings Account? This guide explains the key differences to help you make an informed savings decision. 

     

  • There was a new term that joined our lexicon last year: “vibecession.” A vibecession, for those unfamiliar, is this idea that the facts around the economy don’t really matter. What matters is how people feel about the economy.

  • One of the highlights of this year’s conference was our sit-down interview with Christopher James, Chief Operating Officer of Blackstone Tactical Opportunities and Chairperson of Blackstone Private Equity Strategies (BXPE), one of the largest private asset managers in the world.

  • 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.