Publications

If you hold U.S. investments a new proposal from Washington could affect your after-tax returns.

What makes a family office? It’s a question we return to often in the context of real families, real decisions, and the responsibility that comes with stewarding wealth across generations.

Canada voted. The Liberals cling to power. Here’s what it could mean for your portfolio.

With recent developments in U.S. politics—like President Trump’s “Liberation Day” announcement—many Canadians are taking a step back to reassess their relationship with the U.S.