The Dearing Advisory Group - Scotia Wealth Management

10/20/2026

For incorporated business owners, how and where you invest can have meaningful tax implications. Check out this helpful overview of what to consider when investing within a corporation.

scotiawealthmanagement.com

10/13/2026

The 2026 U.S. midterm elections are less than one month away, and a divided government is emerging as the most likely outcome. How could different electoral scenarios affect fiscal policy, debt-limit negotiations, and market performance, and which risks are likely to matter most for investors once the election headlines fade?

scotiawealthmanagement.com

10/09/2026

Happy Thanksgiving!

I'm thankful for family, friends, clients, and whoever decided stuffing should be a food group.

Enjoy the weekend and all the leftovers that come with it.

09/29/2026

Your will is only one piece of the puzzle when you have U.S. assets. Here are the documents and decisions worth reviewing.

moneysense.ca

08/28/2026

Women's health is gaining attention, but gaps remain. Dr. Sheila Wijayasinghe explains why overlooked care impacts diagnoses, work, finances, and daily life.

scotiawealthmanagement.com

08/27/2026

This report sets out what the measures cover, where it sits in the broader CUSMA narrative, and how it could impact the Canadian and U.S. economies as well as markets and investment portfolios.

scotiawealthmanagement.com

08/20/2026

A longer life means more opportunities and more to plan for. A Total Wealth Plan brings your wealth strategies and wellbeing considerations together in one comprehensive plan—supported by a team of specialists focused on your goals and priorities.

Plan to make more of your time.

Learn More https://lnkd.in/gT2aaTG3

08/19/2026

Learn how to avoid common RESP withdrawal mistakes and make the most of your savings when paying for your child's post-secondary education.

moneysense.ca

08/18/2026

Selling a business to retire is a major milestone—but it can come with a significant tax hit. With thoughtful planning, that liability can become an opportunity to preserve wealth, support family, and give back—without compromising retirement goals. Here's how:

• Donate to a donor-advised fund •Restore capital using permanent life insurance
• Use an Immediate Financing Arrangement (IFA) to stay cash flow neutral
• Reinvest loan proceeds to enhance after-tax returns
• Create a tax-free legacy for the estate

Our latest article highlights a case study of how business owners can turn a substantial capital gains tax into a lasting legacy through strategic philanthropy and insurance planning. Read more: https://enrichedthinking.scotiawealthmanagement.com/2026/05/13/a-strategic-approach-to-capital-gain…

08/13/2026

Many Canadians are entitled to compensation from a 2020 CRA class action settlement. Here is what you need to know.

moneysense.ca