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.
Saving resources, planting trees, helping our communities February 2022 At CC&L Private Capital, we believe our success as individuals and as a company depends on the health of the communities in which we live and work.
Our first Annual Responsible Investing Report February 2022 Read our report, covering actions and initiatives that are impacting clients’ investments.