Blog

Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

Financial Literacy for Kids

Topic:
Wealth Planning
Excerpt:
A life stage approach to teaching your children wealth management

What is a Quality Stock – and Other Questions Answered

Topic:
Investments
Excerpt:
Whenever we host client events, like the annual event at the National Club or our regular pooled fund lunches in the office, it’s a good opportunity

FATCA – The Long Arm of the IRS

Topic:
Tax Planning
Excerpt:
If you are a U.S. citizen living in Canada, you will no longer be able to outrun the long arm of the IRS.  It has long been the case that the U.S.

The Importance of Making Good Financial Decisions

Topic:
Wealth Planning
Excerpt:
Why paying down debt is not “old school”

Assessing Investor Risk Tolerance

Topic:
Foundations & Endowments
Excerpt:
Why foundations and private clients are not all that different when it comes to risk

Understanding the Role of a Foundation Trustee

Topic:
Foundations & Endowments
Excerpt:
Some of the most rewarding work any of us will ever do is volunteering for a cause we believe in. Whether it is raising funds for your alma mater,

Running a Foundation in a Low Return World

Topic:
Foundations & Endowments
Excerpt:
The perpetuity challenge of small foundations

How to Combat the High Price of Mutual Funds in Canada

Topic:
Investments
Excerpt:
An alternative to high fees and expenses.

Team Nexus Rides for Bridgepoint Health

Topic:
Inside Nexus
Excerpt:
Inspired last June by the sight of a veritable “flotilla” of cyclists heading towards Niagara in the annual Ride to Conquer Cancer, John Stevenson

New Income Tax Brackets in Ontario Mean Higher Taxes for Many

Topic:
Tax Planning
Excerpt:
More sand in the gears