Perspectives magazine

Insights into issues affecting wealthy Canadians.

Volume 6, Issue 2, Fall 2018 

Volume 6, Issue 1, Spring 2018 

Volume 5, Issue 2, Fall 2017 

Helping you remove the guesswork from investing

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For more information, please contact us today.

Charles W. Cullen III, CIM, CFP

Vice-President, Portfolio Manager & Wealth Advisor

902-424-1092 | Email me

Jon MacLanders, CFA

Associate Advisor

902-494-5694 | Email me

Shelagh Tracey

Associate

902-421-0244 | Email me

Winter 2019

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
We’re in the “correction” camp

While the market’s deep drop put investors on edge, we see the correction giving way to a renewed advance in share prices.

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ECONOMY
RBC Economics: Navigating 2019

Not since the financial crisis have markets ended the year with such uncertainty as they did in 2018. Discover nine big insights for the year ahead.

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INVESTING
Global Insight 2019 Outlook

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2019.

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SPECIAL REPORT
Humans wanted 

Canadian youth are entering the world of work just as it’s being transformed. How can they prepare for what’s coming next?

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TAX PLANNING
Ten strategies to pay less tax in retirement

Are you retired or a soon-to-be retiree? These ten strategies can help maximize your after-tax retirement income.

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EQUITIES
Coping with the correction

While the correction has frayed investors’ nerves and could persist, it doesn’t necessarily mean it’s heralding the demise of the bull market.

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PORTFOLIO ADVISOR
10 years after: Lessons learned from the financial crisis

The 10th anniversary of the Great Recession provides important lessons for investors looking to make the right choices in today’s volatile markets.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Fall 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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SPECIAL REPORT
Housing trends and affordability

Buying? Selling? Staying put? RBC Economics’ latest report offers insights on current trends across Canada.

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TAX PLANNING
Year-end opportunities to reduce your 2018 
tax bill

Avoid the old April regret by reviewing this summary of key year-end tax planning strategies to help minimize your tax bill.

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BUSINESS OWNERS
Professional practice incorporation

Is incorporating your professional practice right for you? Points to consider when making your decision.

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PERSPECTIVES MAGAZINE
Business owner special edition

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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ESTATE PLANNING
Naming your TFSA beneficiary

Learn why it’s important to carefully consider who you choose as the beneficiary of your TFSA.

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PORTFOLIO ADVISOR
A new horizon: planning for 100

Longer lives are leading Canadians to rethink their investment plans to help ensure they don’t outlive their savings.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Summer 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
European equity downgrade: continental drift

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

SPECIAL REPORT
The new Canadian legacy

For many high-net-worth individuals in Canada, legacy is no longer their name on a hospital wing or performing arts building. What does this mean for the future of giving? Find out in a special report conducted by The Economist Intelligence Unit, commissioned by RBC Wealth Management.

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FINANCIAL PLANNING
Home economics: Canadian real estate vs. Canadian equities

Despite popular belief, owning domestic equities has been a great way to grow wealth compared with select Canadian real estate markets over the past 25 years.

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PERSPECTIVES MAGAZINE
Generations taking care of generations

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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FIXED INCOME
Global currency outlook

Twelve-month forecasts suggest further gains in the U.S. dollar will be strongest against the British pound and the Canadian dollar, while the euro and yen should fare better.

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ESTATE PLANNING
Estate planning health-check questionnaire

Identify any estate plan gaps, and help avoid any potential legal and financial challenges with this quick “health-check” questionnaire. Quebec version.

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PORTFOLIO ADVISOR
Wealth and inflation… what’s the relation?

Imagine needing a wheelbarrow of cash to buy a loaf of bread. While that’s an extreme case, inflation is an important concern for Canadian investors, especially as it’s been creeping up.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Spring 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
An old risk awaits offstage

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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SPECIAL REPORT
Emerging markets outlook

In 2017, emerging-market equities had their best year since 2009 – is there still room to grow?

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FINANCIAL PLANNING
2018 financial planning checklist for seniors

A checklist of financial planning considerations for seniors and some commonly used strategies.

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BUSINESS OWNERS
Passive investment income in a private corporation

The federal budget was released, replacing earlier proposals with new rules. What does this mean for Canadian-controlled private corporations?

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ESTATE PLANNING
U.S. estate tax for Canadians

Assessing exposure and possible strategies for Canadians owning U.S. assets.

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PORTFOLIO ADVISOR
Cryptic cryptocurrency

A short explainer on mysterious terms like "blockchain," "cryptocurrency" and "bitcoin."

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more