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

Dec 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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“The Roaring 20’s… Redux”

Nov 23, 2019 |Heather LeBar
Well, well, well….I looked back to the beginning of the year and I see that one of my first blog posts was, whaddya know, a checklist for your New Year’s Financial Resolutions. So here we are at the end of 2019 already (!) and I thought I’d round things...
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Giving It Away

Jul 26, 2019 |Heather J. LeBar
We all have charitable causes that are close to our hearts and Canadians are a generous people – the third most giving in the world - but did you know there can be tax advantages to your charitable donation over and above the tax credit available? If...
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The Stress of Being a Power of Attorney

May 15, 2019 |Marc Morais
My mother and father have been acting Power of Attorneys (POA) for my mémé (“mem EH" - French for grandmother) for quite some time now. Recently, my mémé experienced a temporary but fast decline in her health, which forced her out of her retirement home...
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Taking Care of Business Seminar -- April 9th, 2019

Mar 25, 2019 |Marc Morais
You've spent many years building your business. Many sleepless nights tossing and turning thinking about how to improve your operation. Maybe it's time to start thinking about what's next. Join us to learn how to build a succession plan for a smooth transition...
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2019 Federal Budget Tax Measures

Mar 22, 2019 |The Team
By RBC Wealth Management Services Team The Liberal government tabled its pre-election budget on March 19, 2019. The budget announced spending initiatives with a special focus on housing, skills for a changing job market, targeted measures for seniors...
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The Golden Handshake - Make the Most of Your Severance Package

Jan 25, 2019 |Marc Morais
The Golden Handshake — Make the Most of Your Severance Package You’ve just accepted your severance package and, for the first time in many years, you’re unsure what you’ll be doing the following Monday morning. Will you take time to spend with your family...
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