Charitable giving for high-net-worth individuals can be complex, but prudent strategies will ensure your gifts are enduring and tax-efficient. Everyone knows you can’t take it with you, but for high-net-worth (HNW) individuals and families, it takes a considerable amount of thought and planning to give it away.

Chasing a hot stock tip in pursuit of big returns may sound exciting, but when growing a portfolio, the tale of the tortoise and the hare still makes the most sense. So you want to be a superstar investor and zoom to the top of the markets? Better to settle down and take it slow, recommends Martin Lefebvre.

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Canadians stand to inherit $1-trillion over the next 20 years. Transferring wealth successfully from one generation to the next requires careful advice and planning. What to do with a trillion dollars? That’s the challenge faced by Canadian baby boomers and their children, as family wealth transfers between generations.

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