Whitepapers

In today’s market of low interest rates, how are investors able to generate portfolio cash flow without taking on undue levels of risk? [click to read]

Canada is a great place to invest, however given current valuations and the reality of broader opportunities internationally, investors seeking performance while lowering their risk should diversify globally. [click to read]

Many individuals include trusts as key components of a comprehensive wealth and estate plan. You may have friends, relatives or business associates who have their own family trust. Yet there is often much confusion about what a trust is, when to consider using a trust and how to go about finding a trust.
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Unfortunately, Shareholder Agreements are often amongst those documents forgotten in the back of the filing cabinet for years. Learn why it's important to review previously made commitments.
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Alberta professionals have a new income splitting opportunity thanks to the Professional Corporations Statutes Amendment Act, 2009 [click to read more]

Practical advice addressing three major concerns to investors: taxes, inflation and portfolio performance. [click to read more]

Key changes to filing deadlines, deemed beneficial ownership, reporting equity-based compensation and derivatives. [click to read more]

Investors with cash on hand, either as they approach retirement or for reasons such as a major asset sale, will be looking for investment performance from the fixed-income market. [click to read more]

Over the past several years in an effort to stimulate the economy, the government has followed a policy of significant interest rate reductions. This has created an opportunity for individuals interested in income splitting strategies to reduce their household tax situation. [click to read more]