Unique Opportunity for those hoarding cash & GICs

Unique Opportunity for Those Hoarding Cash & GIC’s

July 10, 2023 |Marc Morais
Unique Opportunity for Those Hoarding Cash & GIC’s Your Liquid & Tax Friendly Alternative to GICs: Bonds….Discount Bonds By: Marc Morais James is a successful business owner who has accumulated plenty of cash & GIC’s in his holding company from his “consulting”...
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David Chilton

The Wealthy Barber David Chilton Serves Up a Wealth of Financial Knowledge

February 02, 2023 |Diane Amato
David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...
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Federal Budget 2022: Key measures that may have a direct impact on you

April 08, 2022 |RBC Wealth Management Services

We analyze the latest proposed federal budget measures, and the effect they may have on you.

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couple walking with luggage in airport

Cross-border wealth planning: How to manage your family’s global interests

December 03, 2021 |RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

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people ice skating

How tax-related campaign promises may impact you

November 19, 2021 |RBC Wealth Management Services

Platform promises and the potential impacts on Canadians’ tax bills

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The Great Canadian Savings Puzzle

October 28, 2021 |Claire Fan, RBC Economics

Canadian households accumulated the highest amount of excess savings among G7 countries during the pandemic.

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Why Am I An Investment Advisor (and Financial Planner)?

December 17, 2019 |Marc Morais
Long before IPads and portable DVD players, my parents would often drive my younger siblings and me to Val-Comeau, New Brunswick to visit family. What did I do for entertainment on these 16 hour road trips? Math flash cards! A few years later? Full blown...
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David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

December 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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The Golden Rule of Investing (Part 2)

October 23, 2019 |Marc Morais
I wanted to elaborate on my most recent blog The Golden Rule…of Investing We said it last time: “Don’t put all your eggs in one basket” a.k.a. diversify. What’s even better than diversifying? Diversifying with purpose better known as “Asset Allocation”...
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The Secret to Doubling your Money

June 25, 2019 |Marc Morais
The secret to doubling your money is really no secret at all. To double your money, all you need is TIME! How much time is needed to double your money? There’s a simple formula we can use called the “Rule of 72”. Simply take the number 72, and divide...
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