Canadian Taxation of Life Insurance

Tax, Retirement & Estate Planning Services Team

Tax, Retirement & Estate Planning Services Team

The tenth edition of Canadian Taxation of Life Insurance is now available. Current to August 1, 2019, this book has what you need to know about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.

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Can we use megatrends as a basis for investing?

In this episode of Investments Unplugged, the Capital Markets Strategy team discusses megatrends — the social, demographic, environmental, and technological forces of change that are reshaping our world.
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If you don’t understand history, you can’t learn from it

There’s a risk that the markets may be left disappointed with the pace of the economic recovery in the coming months. And therefore, our message remains the same: remove emotion from decision making, continue to be disciplined with respect to asset allocation, take the opportunity to rebalance portfolios, and take advantage of price dislocations.
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Latest viewpoints

Count on us for capital markets and macroeconomic insight that put current market fluctuations in context. 

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Volatility toolkit

Resources to help you and your clients navigate market turbulence.

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Market update calls

Direct access to our macroeconomic, portfolio management, and capital markets teams to help keep you informed. 

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The power of our partnership

Sound financial advice makes all the difference, that’s why we strive to provide more than just investment results for clients. We also believe in providing hands-on expertise to go beyond – helping advisors help their clients build and protect their wealth for generations.

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Capital markets strategy

Navigating markets and building better portfolios

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Tax, retirement & estate planning

Navigating the complex world of taxation, retirement and estate planning to help deliver positive outcomes for investors

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Behavioural economics

Understanding investor behaviour to help achieve better client outcomes

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