It’s rather easy to sum up 2024. “It exceeded expectations” is the most obvious way to put it. Even the most optimistic projections were well shy of the eye-catching gains investors experienced across equity and fixed income markets in 2024. Positive market surprises shouldn’t come as too much of a shock though, as the markets have a way of making forecasting the year ahead a futile and frustrating exercise. The markets don’t operate on a timeline dictated by forecasts, which is why we prefer to focus on the trends with any forecast, rather than try and hit the bullseye.

In the relentless pursuit of success, Canadian high-net-worth individuals, including CEOs, senior executives, entrepreneurs and managers face a business landscape defined by constant change.

As you begin to get ready to prepare your 2023 tax return, we want to ensure you’re aware of important upcoming dates and deadlines so you have everything you need to file your return with minimal hassle.