Donald Trump has clinched victory in the presidential election. How will this affect our macroeconomic environment, and will it have an impact on your portfolio? Here is an update from Walid Khalid, Senior Manager, Investment Strategy at Scotia Wealth Management and Myles Zyblock, Chief Investment Strategist.
Forest Hill Group - ScotiaMcLeod | Scotia Wealth Management
Financial Services
Toronto, Ontario 306 followers
Seasoned multidisciplinary professionals advising affluent individuals, families, and organizations for over 35 years.
About us
We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future. Our collective backgrounds in mathematics, computer science, tax, and financial analysis enable us to bring an exceptional degree of clarity, rigour and analytical insight to our work as wealth advisors. Please see our website for more information.
- Website
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www.foresthillfinancial.com
External link for Forest Hill Group - ScotiaMcLeod | Scotia Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Type
- Public Company
Locations
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Primary
Get directions
95 St. Clair Avenue West
Suite 1400
Toronto, Ontario M4V 1N6, CA
Employees at Forest Hill Group - ScotiaMcLeod | Scotia Wealth Management
Updates
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Last month we posted a piece on preparing to sell a business, and we'd like to take this one step further. If you plan on selling your business this year or in the near future, you may have considered some of the strategies in this article, although it is important to drill down on the strategies that are relevant to your company. Contact us if you have any questions.
Navigating the sale of your small business
foresthillfinancial.com
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We recently shared an article on wealth transfer, so this week we are diving deeper into strategies around gifting assets to grandchildren. We hope you learn something about the potential tax consequences of gifting, whether you should set up a trust, and ensuring that your beneficiaries are taken care of.
Gifting to grandchildren: Factors to consider when transferring your wealth
foresthillfinancial.com
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This week, we would like to share our thoughts on wealth transfer, an important topic that should be discussed with your family. Please read through this article, and set up a time with us to ensure you are well positioned for the future.
Wealth transfer: Addressing challenging conversations within the family
foresthillfinancial.com
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Are you selling your business? There are many important steps including corporate documentation, business processes, and understanding key factors that impact price. If you find yourself in this position, please reach out!
Preparing to sell
foresthillfinancial.com
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We'd like to follow up on our last post about the changes in the 2024 Federal Budget. Here are some important considerations pertaining to the new capital gains inclusion rate. Please reach out to us if you have any questions. https://lnkd.in/dCGxXtsX
Tax planning considerations for the 2024 Federal Budget proposed capital gains inclusion rate increase
foresthillfinancial.com
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We have had many questions recently about new trust reporting requirements in Canada, and would like to share this informative article written by our experts to assist in fielding some of your questions. Please contact us if this may affect you.
How new trust reporting requirements for bare trusts could impact you
foresthillfinancial.com
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As baby boomers continues to age, the number of financial scams directed towards this generation is increasing vigorously. If you'd like to learn about strategies we offer to keep your loved ones safe, please call us at 647.777.7139
Grandparent scams are rising across Canada: Here’s how to keep yourself safe
foresthillfinancial.com