How AI and robotics making inroads in all corners of the health care sector?

十二月 11, 2019 |Wendy Chung
In the world of investments, the popular dinner and cocktail party discussions are often about growth oriented firms. This is particularly true with the hottest and sexiest tech firms that accelerates global changed. Disruptive innovations such as artificial...
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Do you understand your investment returns? Decoding Mutual Fund Distribution & Investment Return

十二月 11, 2019 |Wendy Chung
Every year it is like clockwork... Around end of December, any mutual fund positions in a portfolio, there will be Year End Distribution. Once this happens (usually towards latter half of December), we get questions from (mainly new) clients asking how...
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Thinking about 2020?... TFSA Contribution Room stays at $6000

十二月 11, 2019 |Wendy Chung
Perhaps it is a little too early to talk about 2020, since holiday season just got started (or at least that is what I want to tell myself). This week the CRA has published their 2020 "Indexation adjustment for personal income tax and benefit amounts"...
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What is it like to work on “The Squad” team?

十二月 11, 2019 |Wendy Chung
Our “work son” Filip celebrated his one year at RBC Wealth Management. Sometimes we wonder what he thinks about working with us as a team... I guess the picture depicts Filip's sentiment... This picture was taken at the Christmas Brunch by Rami and Candace...
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It's that time of the year again... Year End Tax Planning!

十二月 11, 2019 |Wendy Chung

As the year end is around the corner, it’s that time of year… Christmas carols, shopping bonanza, and our team’s favourite topic – Year End Tax Planning!

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The Wealthy Barber on why a DIY approach for executors is often unwise

十二月 11, 2019 |Wendy Chung
“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?” Read full article One of Canada’s best known and trusted voices in personal finance, David Chilton shares the benefits of using...
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