Sujets opportuns

By the time spring approaches and personal tax season is well underway, it is often too late to do much to save taxes. Instead, planning ahead and taking action before the close of the year can be one of the best ways to improve your tax position. Here are some actions that should be considered before December 31st. Be sure to speak with a tax advisor for the
best advice relating to your personal situation. 

When you pass along a business to the next generation there are some significant tax implications to consider.

For many business owners, the natural plan for their corporation’s succession is to transfer ownership to the next generation. While there are many factors to consider when deciding to keep the business in the family, the tax implications can be significant.

From an investment perspective, asset allocation deals with the way in which your securities are allocated within broad categories.

It’s no surprise that human emotions can often have an impact on investing. Understanding the psychology behind why we make certain decisions can provide some perspective as we pursue the task of wealth building.

Metals & Mining companies are important to our clients, so we dedicate twelve analysts and five associates in Canada, Australia and the United Kingdom to the sector.  

Capital Group is the newest third-party manager added to ICP, offering clients access to Global and International mandates with track records of significant outperformance. This month, we are highlighting the Global Equity mandate, a one-stop solution for your equity exposure outside of Canada.