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 |Jon MacLanders
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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July Monthly Newsletter

Jul 02, 2019 |Charles Cullen
“It is better to be roughly right than precisely wrong.” – John Maynard Keynes I hope this summer has started well for you and that you enjoyed Canada Day – when we celebrate our nation, as a nation. Our article below discusses how news and information...
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U.S. Income Tax & Other Filing Requirements for US Persons living in Canada

May 31, 2019 |Charles Cullen

U.S. Income Tax for US Persons Living in Canada

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Retirement Checklist

May 17, 2019 |Jon MacLanders
If you are getting close to retirement, or have just recently retired, there are many financial details that you need to address, such as applying for government benefits and converting your registered plans to provide you with pension income. To help...
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April 2019 Newsletter

Apr 05, 2019 |Charles Cullen
“If you invest to feel safe, your future is at risk” I saw this in an advertisement while traveling a few years back. It’s a good reminder of the trade-off between risk and return. Diversified equity portfolios had negative returns in the last quarter...
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2019 Federal Budget’s tax measures

Mar 20, 2019 |Jon MacLanders
RBC Wealth Management Services was granted access to the Federal Budget lock-up in Ottawa on March 19, 2019. As a result, I’m happy to provide you with the highlights of the key tax measures that are of most interest to Canadian investors. For more details...
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News That Matters to You

What topics would you like to read about in 2019?