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Portfolio Managers’ Brief: April 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Capital Gains Taxation – Election Promises
The federal government announced in the February 2024 budget that the inclusion rate would rise to 66.7% (two-thirds) for capital gains exceeding $250,000 annually for individuals, as well as for corporations and trusts. However, in January 2025, the government deferred this change to January 1, 2026.
Portfolio Managers’ Brief: March 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Trumpcession
Trumpcession? As we listen to President Trump’s tariff “jibber jabber” (the classic line from the hit show Boston Legal), we bear witness to a masterful example of speaking much and saying little! Think of the noise as an unscripted comedy that is all about...
Strike Three
Canada is gearing up for a trade war which, in many ways, feels like an episode of Three Stooges
RRSPs and Your 2024 Tax Return
A Registered Retirement Savings Plan (RRSP) is a cornerstone of Canada’s retirement savings framework, offering individuals a tax-advantaged means to accumulate funds for retirement.
Portfolio Managers’ Brief: February 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: January 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
The Elephant in the Room
You can’t miss it… the metaphorical elephant in the room. That outsized awkward issue that we pretend not to see.
Charitable Donations & Taxation
The Government of Canada has announced an extension of 2024 charitable donations to February 28, 2025.