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

The Fed raises the bar for lower rates

October 31, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

Read more

Around the world in 80 seconds

October 30, 2025 |Portfolio Advisor - Fall 2025
Canada U.S. tariffs on key Canadian exports, including energy products, aluminum, steel, and any products that are not qualified as covered under the Canada-U.S.-Mexico Agreement (CUSMA), have now clearly bitten into the country’s economic growth, with...
Read more

Digital defence: Five key cybersecurity measures you can implement to help protect your business from cybercrime

October 30, 2025 |Portfolio Advisor - Fall 2025
“Cybercrime is the greatest threat to every company in the world.” ~ Ginni Rometty, former President & CEO, IBM The numbers are sobering, and they hit directly at a business's bottom line. According to Statistics Canada, one in six of all Canadian businesses...
Read more

Year-end resolutions: Seven smart moves you can make before year-end to help minimize your tax pain next filing season

October 30, 2025 |Portfolio Advisor - Fall 2025
As the year winds down and we approach the final quarter of 2025, there's still time to make strategic moves that could save you time and money when tax season arrives next April. Rather than scrambling then, or worse, realizing that you didn’t take advantage...
Read more

How to take your retirement for a test drive

October 30, 2025 |Portfolio Advisor - Fall 2025
We often get the chance to try out big purchases before committing, but unlike buying a car, there’s no way to take retirement for a test drive. Or is there? Retirement is no longer just a point in time, but rather another whole life stage than can last...
Read more

BoC warns of structural economic damage from tariffs

October 29, 2025 |Claire Fan
The Bank of Canada delivered an expected 25 basis point rate cut today, lowering the overnight rate to 2.25%—the bottom of the neutral range that would not add to or subtract from inflation pressures over time. Beyond the rate cut itself, two themes stood...
Read more
Canadian Banner

Canadian federal budget preview

October 27, 2025 |Cynthia Leach
A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter as much as the quantum. Cyclically, our outlook has Canada avoiding a recession from the current set of tariffs, but...
Read more

Technical update: Signs of rotation support rebalancing portfolios

October 24, 2025 |Robert Sluymer, CFA, Technical Strategist

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

Read more

U.S. Recession Scorecard: Stuck … with reduced visibility

October 10, 2025 |Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more

AI’s big leaps in 2025

October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

Read more

Financial guides and checklists

Family wealth guide

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

Read more

Business owner’s guide

The top decisions for business owners to ensure lasting success.

Read more

RBC DS retirement checklist

Helping you make the most of your retirement.

Read more

Tax reporting guide

Designed to help you prepare your tax return efficiently.

Read more

Family inventory checklist

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

Read more

Estate planning guide

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

Read more

GIC Rates

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