• Family foundations are often formed with the best intentions. But, like many family businesses, family foundations also struggle to survive past the founding generation. What are the biggest family foundation challenges preventing success? Overcoming the issues that cause family foundations…

  • Cottage succession planning is one of the most emotionally charged and difficult aspects of an estate plan. Unlike a stock portfolio, cottages are touched by emotions, memories, and can’t be easily divided in the same way between your heirs. Therefore,…

  • Successful investing might be easier to achieve than many might expect. The trick is not using some complicated strategy. But instead, sticking to simple, easy to understand, and consistent principles. In this post, inspired by investment advisor Ben Felix, I’ll…

  • The nuances between capital costs vs operating costs are essential to understand for Canadian cottage owners. Effective financial management of these properties not only impacts immediate tax obligations but also affects long-term planning, particularly when considering the sale or generational…

  • Canada recently increased the tax rate on capital gains. So, investors are asking: “how to avoid capital gains tax in Canada”? This post will provide Canadian investors with a few strategies to avoid paying capital gains tax. Especially considering recent…

  • Private equity is increasingly built on shaky ground. And, as the private equity landscape evolves, investors should remain cautious. Especially given the complexities and risks of private equity funds. Private equity, once synonymous with exclusivity and high returns, is now…

  • Investing in cocoa can be an exciting trade. The cocoa market has experienced significant shifts recently, capturing the attention of investors, chocolate enthusiasts, and industry stakeholders alike. Understanding these trends is crucial for anyone involved or interested in the cocoa…

  • The launch of the SVX Impact Index marks another milestone in the development of Canadian impact investing. By bridging the gap between investors and issuers, the SVX Impact Index aims to be a comprehensive database offering a curated selection of…

  • Gold prices have been trending higher. And, after surging to new all-time highs, investors are scrambling for explanations behind gold’s gravity-defying rally. But, is gold a good investment? And, is gold a suitable investment for the long-term, or just during…

  • The call for environmental sustainability among investors is growing louder. So, sustainable finance is influencing various sectors of the economy and having serious impacts for investors. Among these, Canadian banks are standing at a crossroads. They are under increasing pressure…