Search for Topics
-
Estate planning can be a complex process, especially when a loved one is facing incapacity. One of the most challenging issues in estate planning is determining whether an individual has the mental capacity to make decisions about their own assets…
-
Top 10 Problems Your Family Foundation Will Face Without a Succession Plan
Family foundations can play an important role in philanthropy and social impact, but their long-term success depends on effective leadership and governance. Without a succession plan in place, your family foundation may face a range of challenges that can undermine…
-
Your Family Foundation Must have a Succession Plan
Having plans for the succession of your family foundation in place before they’re needed is critical if you want to avoid legal disputes, conflict between family members, and ending the good works your foundation supports. In this blog post, we’ll…
-
US Withholding Tax for Canadian Foundations
Many Canadian charitable foundations hold US stocks in their investment portfolio. This makes it important for Canadian foundations to understand the application of US withholding tax. And as this post will explain, there’s a common mistake many foundations make when…
-
NETZ vs VOTE: Comparing Sustainable Investment Funds
Are you considering investing in companies that are working towards a cleaner, more sustainable future? If so, you may be interested in Engine No. 1’s Transform Climate ETF (NETZ) and Transform 500 ETF (VOTE). NETZ invests in companies that will…
-
Reasons to start a family office and mistakes to avoid
Family offices have become increasingly popular in recent years as a way for wealthy families to manage their financial affairs. These private wealth management firms are designed to provide personalized financial services to wealthy families. But what are the right…
-
Fulfillment Beyond Wealth
In Ontario, achieving modest wealth is attainable, but it can lead to unexpected challenges. Once material needs are fulfilled, it’s easy to become aimless and lack motivation, potentially leading to depression and addiction. Wealthy individuals may face unique challenges finding…
-
Active vs Passive Investing: How Choosing Became Harder for 2023
Investing is a crucial part of building wealth, and it has never been easier to do so. With technology, you can invest in just a few clicks of a button, and with the rise of index funds and ETFs, the…
-
Comparing Popular Dividend ETFs: SCHD vs HDV
Dividend ETFs are a popular investment option that focus on investing in stocks that pay dividends. These types of ETFs typically include established and profitable companies with a track record of consistent or growing dividends over time. Dividend ETFs can…
-
How does inflation benefit debtors?
Inflation can be a double-edged sword, affecting borrowers and lenders differently. While inflation can increase the cost of living, it can also have a positive impact on debtors. In this article, we explore two ways that inflation benefits debtors and…