Market Intelligence & Analysis

Insights & Thought Leadership

Stay ahead of changing Canadian tax legislation, macroeconomic trends, and intergenerational wealth preservation strategies.

Tax Strategy
October 2026•6 min read

Canadian Holding Company Tax Planning Under Current Passive Income Rules

How business owners can navigate the $50,000 passive income threshold and optimize dividend extractions using Capital Dividend Accounts (CDA).

By Shawn DayunRead Publication
Retirement
September 2026•8 min read

Individual Pension Plans (IPP) vs. RRSP: Maximizing Tax-Deductible Corporate Savings

Why incorporated professionals over age 40 should evaluate IPPs to transfer corporate profits into tax-sheltered pension assets.

By Shawn DayunRead Publication
Estate Planning
August 2026•7 min read

Managing BC Real Estate Holdings in High Interest & Probate Environments

Strategies for transferring commercial and residential property portfolios across generations without triggering immediate capital gains tax.

By Da Yun Advisory TeamRead Publication
Market Intel
July 2026•10 min read

Global Macroeconomic Outlook: Hedging Currency Risk for Cross-Border Investors

A deep dive into USD/CAD exchange rate dynamics, interest rate trajectory, and defensive positioning for international wealth.

By Da Yun Advisory TeamRead Publication