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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Five ways to pay less tax in retirement

Jul 15, 2019 |Connor Ryan

Managing your taxes can be as important as managing the investments you hold to generate your income - and they often go hand-in-hand. 

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Recession-proof your portfolio with the three Rs

Jun 04, 2019 |Connor Ryan

In recent months, economists have been cutting their growth forecasts for the Canadian and global economies. While evidence of a slowdown is mounting*, it is notoriously difficult to predict - economists have failed to predict 148 of the last 150 rec

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Timing the market

May 07, 2019 |Connor Ryan

Over the years we have had many conversations with investors about investment timing, in an attempt to tackle the question of when is the optimal time to put new money to work in portfolios. Timing is one area of investing that challenges most inves

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Preparing for a longer retirement

Apr 08, 2019 |Connor Ryan

A well-structured approach to portfolio construction can help sustain retirement income over the long run and bring peace of mind. I would like to introduce a retirement income planning approach we refer to as bucket portfolios.

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10 Years After: Lessons learned from the financial crisis

Apr 03, 2019 |Connor Ryan

March was the 10th anniversary of the stock market’s low point during the 2008-2009 financial crisis. This earth-shaking event provides important lessons for investors looking to make the right choices in the face of today’s volatile markets.

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2019 Federal Budget Analysis

Mar 20, 2019 |Connor Ryan

The budget announced spending initiatives with a special focus on housing, skills for a changing job market, targeted measures for seniors, new support for zero-emission vehicles, and steps toward implementing national pharmacare.

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

Feb 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Financial Literacy Program - Interest

Feb 20, 2019 |Connor Ryan

The interest webinar is designed to explain what bank’s do with your money, and how interest works from a borrower’s perspective and from a lender’s perspective.

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Five of life's big changes worth planning for

Feb 14, 2019 |Connor Ryan

Everyone will go through several financial stages in life. Most people understand the basic need to save and plan for retirement, however, making key financial decisions when life takes an unexpected turn is just as important.

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