Helping you make informed financial decisions

We specialize in providing comprehensive financial planning services that cover every aspect of your financial needs, from tax planning to retirement checklists. Below you’ll find some educational guides and resource that offer valuable information and tools to help you achieve your goals.

 

RBC Insights

Fed rate cuts for what?

Fed rate cuts for what?

November 15, 2024 |Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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U.S. presidential election: Back to the future

U.S. presidential election: Back to the future

November 08, 2024 |Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Immigration cuts will help narrow Canada’s housing gap but won’t solve crisis

Immigration cuts will help narrow Canada’s housing gap but won’t solve crisis

November 04, 2024 |Robert Hogue
The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals in recent memory. It will sharply reduce growth in housing demand over the coming years, making it possible for Canada to...
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How to plan for care as you age

November 04, 2024 |RBC Wealth Management

Watch a panel of specialists discuss strategies and resources you can use to navigate care for yourself or a loved one.

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How Canada’s new immigration targets will impact the economy

How Canada’s new immigration targets will impact the economy

October 31, 2024 |Rachel Battaglia
The Canadian government has been under growing pressure to align the inflow of newcomers to the country with current labour market needs and infrastructure capacity—which prompted a massive reversal of the post-pandemic immigration plan set by the federal...
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The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Top scams of 2024: What to watch for

Top scams of 2024: What to watch for

October 30, 2024 |Portfolio Advisor – Fall 2024

One of the best ways to protect yourself from fraud is to be aware of the most common scams that fraudsters are leaning into right now. Learn some of the top scams of this year and how to protect yourself against them.

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Navigating turbulent waters: Staying the course through geopolitical volatility

Navigating turbulent waters: Staying the course through geopolitical volatility

October 29, 2024 |Portfolio Advisor – Fall 2024
When the world seems chaotic, it is natural to worry about your investments. Wars, political upheaval, and global events can deliver major volatility shocks to investment markets. During these troubled periods, some investors might think “Should I change...
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Peak performance pressure – Navigating the market's high altitude with confidence

Peak performance pressure – Navigating the market's high altitude with confidence

October 29, 2024 |Portfolio Advisor – Fall 2024
In the world of investing, the phrase "all-time high" often triggers a mix of excitement and apprehension. As prominent indices like the S&P 500 and the S&P/TSX Composite continue to set new record highs, many investors find themselves wondering: Is this...
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Around the world in 80 seconds

Around the world in 80 seconds

October 29, 2024 |Portfolio Advisor – Fall 2024
Canada With inflation now largely contained and within their target range of 1% to 3%, the Bank of Canada has moved steadily, if cautiously, over the summer and early fall to bring down their trend-setting overnight rate from 5.00% to 3.75% with four...
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Financial guides and checklists

Family wealth guide

Discover 10 strategies to build and protect your family’s wealth.

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Business owner’s guide

The top decisions for business owners to ensure lasting success.

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RBC DS retirement checklist

Helping you make the most of your retirement.

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Tax reporting guide

Designed to help you prepare your tax return efficiently.

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Family inventory checklist

Keep track of information pertaining to your family’s current financial status.

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Estate planning guide

Leave a legacy behind. Plan for your tomorrow, today.

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GIC Rates

Stay in the know with the latest GIC rates from various financial institutions.
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