A Market Update with Jim Allworth

Oct 20, 2020 |Dane Charles
In this audio commentary, Mark Bayko and Jim Allworth from the Global Portfolio Advisory Committee provide an update on the investment outlook. Their conversation examines the economic progress made to date, upcoming U.S. elections, thoughts for the year...
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New Normal , New Opportunities

Sep 18, 2020 |Dane Charles
Introducing the “New Normal, New Opportunities” series, this publication examines secular trends and the associated winners in a post-COVID-19 world. Admittedly, this is a long read packed with information and thought provoking content that will not be...
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How to empower older Canadians with personal and financial planning

COVID-19: How to empower older Canadians with personal and financial planning

Jun 15, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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#MacroMemo - A weekly Economic Overview

Mar 31, 2020 |Dane Charles
Bringing to you a weekly overview of the latest issues impacting the global economy by our chief economist, Eric Lascelles. To see what's on our economic calendar this week: View the latest #MacroMemo
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2020 Outlook: No Recession, but a bumpy ride

Jan 20, 2020 |Dane Charles
By all measures, 2019 was a very good financial year. Looking ahead, our general thought is that a recession in 2020 is not imminent, however, investors should be prepared for a bumpier ride. Please find attached an article from investment firm, The Capital...
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Personal Finance Essentials - Learning Modules

Nov 12, 2019 |Dane Charles
November is Financial Literacy Month, and RBC Future Launch has collaborated with McGill University and the Global and Mail to offer access to McGill Personal Finance Essentials learning modules. The 8 module learning series gives participants knowledge...
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How to Get Ready For Wealth Transfer

Apr 15, 2019 |Dane Charles
In RBC's recent survey, what was found is that there was a remarkable gap between intention and action, resulting in a general lack of preparedness for wealth transfer. People are generally uncomfortable talking about inheritance, and when they do, their...
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How to Prepare For Wealth Transfer In Blended Families

Apr 15, 2019 |Dane Charles
“I have children from a previous marriage, so I think a lot about treating them in an equal manner. But I haven’t started properly planning it – I’ve only signed a prenuptial agreement in my second marriage.” Sound familiar? Last article we touched on...
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Getting Too Comfortable? Time to Diversify

Apr 15, 2019 |Dane Charles
When I talk to investors, I find myself reminding them that there is no free lunch in investing. If someone is promising you higher returns, then there is a cost in the form of higher risk. Conversely, if there appears to be little or no risk, then the...
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To Buyback Pension Years or Not?

Apr 15, 2019 |Dane Charles
Many workers have missed years of service in their employment history, like my Mom. As a young nurse, her journey started out landing a part time position at a local Hospital. Growing up, I remember the 2 week days & 2 week nights schedule, which proved...
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