Four year-end tax questions to consider December 03, 2025 - Year-end is a great time to review your financial situation. Taking time to address the following questions can help you make the most of available tax benefits and set a strong foundation for the year ahead.
Charitable giving and tax savings this festive season November 13, 2025 - Ahead of National Philanthropy Day on November 15, many people start thinking about giving back.
The secret to success in wealth management November 05, 2025 - Clients come to us for different reasons: some for our breadth of investment solutions, others because they were referred by a friend or a family member. Some choose Connor, Clark & Lunn Private Capital Ltd. because they want an independent firm managing their wealth.
The art of intergenerational wealth management October 30, 2025 - When it comes to creating and preserving family wealth, making sure family members are aligned to the principles and goals of a wealth management plan is as essential as choosing where to invest to ensure success.
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.