The business of succession planning April 20, 2023 - An estate freeze can be a helpful tool to ensure a smooth, tax-efficient transition of a business from one generation to the next.
CC&L Private Capital’s first-quarter financial market report and outlook April 11, 2023 - Both equity and bond returns were strong this quarter after a difficult 2022.
Finding opportunities amid uncertainty March 22, 2023 - Four areas of investment that are providing opportunities today.
CC&L Private Capital’s fourth-quarter financial market report and outlook January 10, 2023 - Persistent inflation was a hallmark of 2022.
Weekly Markets Roundup - A measured market response to the Middle East conflict March 20, 2026 Markets have broadly taken the Middle East conflict in stride.
2025 Annual Responsible Investing Report March 19, 2026 Read our report, covering actions and initiatives that are impacting clients’ investments.