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Don't leave tax planning too late!
13 décembre 2018 in Timely Topics

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. 

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Passing Along the Business
12 novembre 2018 in Timely Topics

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.

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Asset Allocation is Important
11 octobre 2018 in Timely Topics

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

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Emotions and Our Investing Decisions
1 août 2018 in Timely Topics

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.

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SPOKE Sector of the Month: Metals & Mining
2 juillet 2018 in Strategy, Timely Topics

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.  

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Mandate of the Month: Capital Group Global Equity
2 juillet 2018 in Timely Topics

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.

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L’information exposée dans la présente partie du site est réservée exclusivement aux résidants canadiens. Canaccord Genuity Gestion de patrimoine est une division de Corporation Canaccord Genuity, membre du Fonds canadien de protection des épargnants (FCPE) et de l’Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM). Les conseillers en gestion de patrimoine indépendante sont inscrits auprès de l’OCRCVM par l’entremise de Corporation Canaccord Genuity, et sont les mandataires de cette dernière.