
Your Most Burning Canadian Tax Questions Answered
It may not be the most wonderful time of the year, but Canadian tax season is here, and we’re here to help you sort out all the details related to your investment portfolio’s tax implications.
At the beginning of every year, we take stock of the economic and market conditions that may influence investment decisions in the months ahead.
Read More >What happens to assets in a divorce under BC law? Learn how shared property is divided for married and common-law couples, and what to expect during separation.
Read More >Women investors are often mislabeled as cautious, yet research shows they can outperform. Learn how myths and systemic barriers still limit women’s investing power.
Read More >This session will unpack the fundamentals of property division during separation or divorce—covering key rules, common pitfalls, and how to protect your financial well-being.
Read More >Women investors are often mislabeled as cautious, yet research shows they can outperform. Learn how myths and systemic barriers still limit women’s investing power.
Read More >As promotion of ESG, diversity and sustainability initiatives declines in response to political scrutiny and public backlash, the result has been a silencing known as ‘greenhushing’ – an absence of public communication about corporate sustainability activities.
Read More >
It may not be the most wonderful time of the year, but Canadian tax season is here, and we’re here to help you sort out all the details related to your investment portfolio’s tax implications.

Technology now touches every aspect of our lives, including investing. AI-powered robo advisors have offered a convenient way to manage our money. What they lack, though, is the ability to advise financial decisions based on broad context and nuance.

2023 is shaping up to be another interesting year for investors. Here’s what to expect from financial markets in 2023.

Inflation, Market Correction and Continued Growth in Impact Investing

Following another turbulent year, it’s time to kick off 2023 with your finances in mind. Here are our top financial resolutions for 2023.

We live in a world with many existential challenges – from climate change to social unrest to income inequality. And while all of this might seem reason for despair, there is also great reason for hope that change is possible: the demand for impact investing is growing.

Mary Lou Miles offers her guidance for how to optimize your investment approach in your 30s, 40s, 50s, and 60s to ensure that you’re setting you, your children and grandchildren, and future generations up for true success.

ESG investing, a concept that has been around for over 50 years, has many different definitions or approaches — which is a key challenge in trying to compare apples to apples.

Though it may sound revolutionary, the term ‘well-being economy ’ is not new. Communities around the world have been exploring it for at least a decade . But implementation work has recently accelerated.

Our second annual B Corp gift guide highlights 12 of our go-to B Corps offering values-aligned gift ideas for all your gifting needs this year.
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