Trusts and why you need to understand them - in just 3 minutes!

Nov 20, 2019 |Dan Rudisuela

David Chilton succinctly explains the role that trusts can play in caring for your loved ones. You may be surprised at how many people they can benefit.

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An Exciting Initiative for Financial Literacy Month

Nov 13, 2019 |Dan Rudisuela

"It’s free, it’s online, it’s bilingual, it’s taught by McGill professors and it will help Canadians better understand their personal finances and the implications of the decisions they make."

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Bringing ESG to the forefront - a podcast

Nov 08, 2019 |Dan Rudisuela

Melanie Adams, VP and Head, Corporate Governance and Responsible Investment at RBC Global Asset Management, discusses how ESG integration helps manage risk and contribute to portfolio returns.

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Would you buy shares in an immigration detention centre?

Jul 12, 2019 |Dan Rudisuela

Responsible investing involves knowing which companies you own and being comfortable with how those companies make a profit. Would a for-profit prison running controversial detention centres make the cut?

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Responsible Investing and Sustainable Finance

Jun 18, 2019 |Dan Rudisuela

"If Canada is to meet its long-term objectives, sustainable finance must become, simply, finance."

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Starfish in the hand of a child

Using a manager to invest responsibly? Here is what to look for

Mar 29, 2019 |Dan Rudisuela

4 quick tips to help you choose a responsible investment fund with confidence.

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Houses with satellite dishes

Housing, Skills and High Speed Internet #Budget2019

Mar 22, 2019 |Dan Rudisuela

Big spending announced in the last budget before the general election.

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Accessing tax documents online

Our tax packages are amazing... and online!

Feb 28, 2019 |Dan Rudisuela

Checklists. Summaries. T-slips. This is how you make the accountant in your life happy at tax time.

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Reduce and defer tax and enjoy your wealth in retirement!

Feb 08, 2019 |Dan Rudisuela

A quick and friendly reminder on the importance of your Registered Retirement Savings Plan (RRSP) and how to use it effectively.

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Are you saving enough? The government doesn't think so.

Jan 03, 2019 |Dan Rudisuela

Higher income in retirement requires increased savings now. The first increase to the Canada Pension Plan contribution rates came into effect January 1st.

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