Making the most of your RESP August 19, 2026 - A Registered Education Savings Plan (RESP) is more than a simple savings account; it can be an effective wealth-planning vehicle.
Retirement planning milestones for affluent Canadians July 24, 2026 - Retirement is rarely a single event. It is a lifelong journey that evolves over decades, with each stage presenting distinct opportunities to build, grow, and ultimately transition wealth into a sustainable income stream.
CC&L Private Capital’s second-quarter financial market report and outlook July 07, 2026 - The second quarter was exceptionally strong for equities. Markets recovered from the March selloff and volatility tied to the Iran conflict.
Financial stability through career, caregiving and marital transitions June 25, 2026 - We understand that many women are balancing multiple priorities at once — caring for a family, building a career, and adapting to different stages of life.
Service as normal (from home) - important information for clients March 18, 2020 March 18, 2020 - Continuing to deliver uninterrupted service to clients as we adjust our operations.
Crestpoint adds $190m of office properties to its portfolio February 04, 2020 The Private Client Real Estate Portfolio has bought three office properties (total value $190 million) in Montreal and Calgary: Place du Canada, Stampede Station and TransAlta Place.