Dealing with the GSTT can be complex and confusing. With proper planning, the GST exemption provides opportunities to reduce or potentially eliminate the transfer taxes associated with gifting or passing money to younger generations. 12 Mar

Understanding The Generation-Skipping Transfer Tax (GSTT)

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar

Family Business: Planning for Future Generational Transitions

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

If you want to pass along assets to heirs, a little creativity can help you avoid or reduce estate taxes. This article explores eight smart and effective —most importantly, legal— ways... 03 Mar

Planning Strategies: Legal Ways To Reduce Estate Taxes

A family business succession plan is more than paperwork; it is a systematic roadmap that protects the company’s legacy and the family’s wealth.  25 Feb

Family Business Succession Planning in Canada: 2026

This guide explains how Canada taxes estates at death, what executors and beneficiaries need to know, and why professional advice is critical. 17 Feb

Estate and Inheritance Taxes in Canada: Complete Guide

Wondering what Estate Planning involves for Canadians? This guide covers what estate planning involves in Canada, the key documents you'll need, how taxes and probate work, and how to get started. 12 Feb

What Does Estate Planning Involve For Canadians?

New laws enacted in 2025 may have a big impact on how much Social Security beneficiaries pay in taxes this season. Here’s what to think about when reporting that extra income to the IRS... 11 Feb

Increased Social Security Benefits & The Impact on Your Taxes

This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan

Estate Tax Planning Considerations for Canadians with U.S. Assets

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan

Generational Transition Will Shape The Canadian Economy

Selling or transferring an inherited cottage in Canada often triggers capital gains tax, even though Canada does not have an inheritance tax. If you are administering an estate or planning a future transfer, early tax clarity can prevent costly mistakes later. 12 Jan

Selling or Transferring an Inherited Cottage in Canada

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late