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Canadian equities tracked the global tone, rising early alongside improved risk sentiment, but later softened as commodities remained under pressure, global rate expectations repriced higher, and mixed domestic retail data reinforced a more cautious backdrop.

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Market Watch A summary of the week’s important events and how they could impact the market. This week’s highlights Early optimism in equity markets gives way on hawkish shift in Fed tone Bond rally reverses amid central bank repricing Higher Canadian retail sales mask underlying weakness Fed’s hawkish rese...

Have a fantastic Father's Day, everyone!

If you are a high-income earner, you might be affected by the Alternative Minimum Tax (AMT). This article highlights what you need to know about AMT and offers tax planning considerations to help navigate its application and potential recovery.

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Alternative Minimum Tax – how it could apply to you If you are a high-income earner, you might be affected by the Alternative Minimum Tax (AMT). AMT is calculated alongside your regular annual personal income tax (regular tax). It restricts certain tax deductions, exemptions, and credits allowed under the calculation of regular tax, such that you pay...

Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important.

This article explores why women may want to prioritize estate and legacy planning.

When a shareholder of a private corporation dies, there’s more to consider than simply who inherits the shares and what taxes are payable. Read more on our website.

What happens when a shareholder of a private corporation dies? When a shareholder of a private corporation dies, there’s more to consider than simply who inherits the shares and what taxes are payable. In this situation, the more important questions are about who holds voting power, how control is preserved and whether the shares are permitted to move at all....

Developing the next generation is vital for family businesses to ensure continuity and a smooth transition. However, effective development may not happen naturally for a family enterprise. Putting a formal and structured development plan in place can help better prepare the next generation for their future roles.

Read the full article to learn how mentorship can help family businesses prepare the next generation for future leadership.

Mentorship models in family enterprises: formalizing knowledge transfer Developing the next generation is vital for family businesses to ensure continuity and a smooth transition. However, effective development may not happen naturally for a family enterprise. Putting a formal and structured development plan in place can help better prepare the next generation for their...

Canadian equities were steadier early in the week, with energy exposure helping cushion the broader risk-off tone, but softer commodity prices and rising domestic yields became headwinds. A much stronger labour-market report reinforced expectations that the Bank of Canada (BoC) could hike later this year, even as recent GDP weakness showed the economy had slipped into a technical recession.

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Market Watch A summary of the week’s important events and how they could impact the market. This week’s highlights Equity rally falters as investors weigh tighter policy conditions Strong labour data drives a late-week rates selloff Strong Canadian jobs data reinforce rate hike expectations Markets revisit e...

As art and collectibles are increasingly within broader wealth, planning, and legacy conversations, understanding how trust is established, and how it can unravel, has become essential. Visit our website to learn more.

Authentication and provenance: why trust is the foundation of value In the art market and across many categories of collectible assets, value is often discussed in terms of scarcity, demand, and cultural relevance. Less visible, but equally important, is the role of trust. Authentication and provenance sit quietly beneath every transaction, shaping whether value is....

Women are more empowered and amassing greater wealth than ever before. Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important.

No matter your age, marital status or whether you have children, here are some key reasons women may want to prioritize estate and legacy planning.

Legacy planning considerations for women Women are more empowered and amassing greater wealth than ever before. Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactiv...

Longer life spans create more opportunities to pursue the future you envision. Thoughtful wealth planning can help you align your financial goals with the life you want to live — today and for years to come.

Reach out to our team to learn more. https://gracevidalribas.ca/