Publications

Blended families are among the most legally complex planning events a family can experience. Read how intergenerational wealth can unravel when structure doesn’t keep pace with our lives.

Happy New Year! Here are several timely planning opportunities to consider as we begin 2026.

Ottawa’s latest budget promises growth through massive capital investment — but can ambition outrun arithmetic? Here's perspective on what matters most for investors, entrepreneurs, and families navigating the year ahead.

The material conflicts of interest that arise when wealth managers own their own fund companies are too often ignored or poorly managed, undermining an industry built on integrity and fair dealing. This remains one of the biggest blind spots in Canada’s regulatory landscape.