Small Talk- April 2022

April 11, 2022 |Brendon Boothman
From our Team I picked up a copy of a new book about essential financial concepts for youth recently. It was written by Noah Booth, a young high school student from Kingston Ontario. The book is broken down into different lessons in each chapter covering...
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Small Talk- March 2022

March 04, 2022 |Brendon Boothman
From our Team I’d like to go back to my early days studying finance and markets to focus on a concept that to this day fascinates me, the power of compounding. The younger a person starts to save and invest money the better. The larger the pool of funds...
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Small Talk- February 2022

February 11, 2022 |Brendon Boothman
From our Team Teaching our children money skills is now easier than ever. The Mydoh app and Smart Cash Card make it easy for kids to gain real money skills. You can set tasks, pay allowance and keep an eye on spending, all in real time. Until April 18...
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Small Talk- January 2022

January 11, 2022 |Brendon Boothman
From our Team I look back on 2021 and can’t believe how quickly time has passed. I’m sure most of us would not have predicted that Covid would still change our lives as we used to know it. I feel fortunate to be in a situation that allows us to work remotely...
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Small Talk- December 2021

December 14, 2021 |Brendon Boothman
From Our Team December is considered to be the month of giving, for many Canadians this involves sharing gifts and giving to causes, helping to create a stronger more caring Canada. According to Canada Helps over 1/3rd of donations are received in December...
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Small Talk- September 2021

September 07, 2021 |Brendon Boothman
From our Team Back to School! This is a good time to look at education savings plans for your children, grandchildren or other loved ones. With the high cost of post-secondary education, many parents and other family members recognize the need to save...
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Home Renovation Tax Credit

April 15, 2021 |Molly Pederson
Now that spring is upon us, it seems like more clients are beginning to budget for those projects around the house that need to be done. Whether it is a complete renovation or smaller projects that have been on the to-do list for some time, the tax credit...
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Do I have enough to retire?

March 25, 2021 |Brendon Boothman
A question we often get asked is "do I have enough money to retire?". The answer that I always give to that question is "it depends". Several factors determine if a person has enough and no two situations are the same so a cookie cutter approach does...
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Your goals and your wealth: It’s about more than money

March 17, 2021 |Tony Maiorino

Comprehensive wealth planning opens the door to many different opportunities to help you reach your goals. Find out the difference a team-focused approach can make.

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An integrated approach to wealth planning with myGPS™

October 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

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Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.