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.
2024 Annual Responsible Investing Report July 2024 Read our report, covering actions and initiatives that are impacting clients’ investments.
2023 Annual Responsible Investing Report June 2023 Read our report, covering actions and initiatives that are impacting clients’ investments.