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Transferring the family vacation property: now or later?

Transferring the family vacation property: now or later?

by Endurance Wealth Partners Canada | Jun 1, 2023 | Estate Planning, Tax Planning

Across the country, a vacation property may be known as a cottage, cabin, chalet or camp. One thing they all share is a looming tax liability. When a vacation property is sold or transferred, the owner must pay tax on the capital gain. If an individual purchased a...
Have you named a trusted contact person?

Have you named a trusted contact person?

by Endurance Wealth Partners Canada | Jun 1, 2023 | Estate Planning, Financial Planning

The Canadian Securities Administrators, an umbrella organization of provincial and territorial securities regulators, introduced a measure two years ago to help protect investors’ financial interests. Investors could give their advisor the name of a “trusted contact...
Is the U.S. Print-To-Pay Policy Coming to an End?

Is the U.S. Print-To-Pay Policy Coming to an End?

by Endurance Wealth Partners Canada | May 31, 2023 | Economic Insights, Portfolio Construction

Is the U.S. Print-To-Pay Policy Coming to an End? In our lives, we often deal with uncertainties. Some are “known unknowns”, meaning we were aware of the event/issue but uncertain about the outcome; some are “unknown unknowns”, meaning no one saw it coming, it was...
Lessons from March’s Bank Run

Lessons from March’s Bank Run

by Endurance Wealth Partners Canada | Apr 26, 2023 | Economic Insights, Portfolio Construction

The misdirect Investors began the year with an extremely optimistic belief that an economic soft landing would be achieved in the U.S. with cooling inflation and that the U.S. Federal Reserve was very close to finished hiking rates. The S&P 500 Index rose to 4180...
Fixed Income Commentary

Fixed Income Commentary

by Endurance Wealth Partners Canada | Mar 29, 2023 | Economic Insights, Portfolio Construction

The battle between slowing overall economic activity and stubborn inflation continues to rage in most geographies. Central banks in these regions have increased short rates very sharply over the past year. Generally, the results have been positive as headline...
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