david chilton in blue blazer

How the Wealthy Barber manages emotions when it comes to investing

Mar 12, 2020 |David Chilton

Author and investor David Chilton offers tips for dealing with market turbulence.

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The Wealthy Barber explains the benefits of a testamentary trust

Feb 27, 2020 |David Chilton, The Wealthy Barber

They are a tool—a quite flexible tool—that can help you to help the people you love.

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2019 Year End Tax Planning

Dec 16, 2019 |Charles Cullen
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, here’s a summary of some common year-end tax planning strategies. To continue reading, click here
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David Chilton, The Wealthy Barber

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

Dec 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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November 2019 Newsletter

Nov 25, 2019 |Charles Cullen
Hope your November is going well. As we head towards the end of the year, it is natural to look back, and also contemplate the future. The markets have generally been up this year. We can be grateful for that. At the same time, a lot of people are concerned...
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October 2019 Newsletter

Oct 04, 2019 |Charles Cullen
Hopefully your Fall has gotten off to a good start. We’ve included some links this month along with some information on the impact of a yield curve inversion on stock prices. Of course, if you have any questions about how this applies to you or someone...
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September Monthly Newsletter

Sep 06, 2019 |Charles Cullen
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” – Benjamin Graham I hope all of your summers were enjoyable. I’ve attached a few links for articles that I found interesting / helpful. Also, the main article...
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Transferring a foreign-based retirement plan to an RRSP

Aug 12, 2019 |Charles Cullen
We have been getting asked more frequently how to transfer a foreign-based retirement plan to an RRSP. The tax rules and considerations regarding moving foreign-based retirement plan assets to an RRSP can be fairly complex. To ensure that your own circumstances...
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The Wealthy Barber: Get an up-to-date will!

Aug 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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Common Canadian - U.S. Planning Strategies

Jul 29, 2019 |Charles Cullen
Estate planning can be especially complex for families who are subject to both the U.S. tax system (including U.S. income tax and U.S. transfer tax) and the Canadian income tax system. To maximize the amount of wealth transferred to your heirs when you...
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