2025 Federal Budget: How it may impact you

 November 06, 2025 |Daniel Kelly
On November 4, 2025, Finance Minister François-Philippe Champagne released the highly anticipated 2025 Federal Budget in the House of Commons. What are the key takeaways from a tax and planning perspective, and how might they impact you? The article below...
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Fall 2025 Strategy Update Daniel Kelly Private Wealth

 October 23, 2025 |Daniel Kelly
“Like the basic laws of physics, where action creates reaction, economic and political trends tend to develop their own countervailing pressures.” — Arthur Zeikel To sum it up, the quote above indicates where we are today. Many believe they have a firm...
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Summer 2025 Strategy Update Daniel Kelly Private Wealth

 July 15, 2025 |Daniel Kelly

“I believe that the more you know about the past, the better you are prepared for the future.” Theodore Roosevelt

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Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

 June 09, 2025 |RBC Wealth Management

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.

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Video: Is there an estate tax or death tax in Canada? The Wealthy Barber explains

Video: Is there an estate tax or death tax in Canada? The Wealthy Barber explains

 May 05, 2025 |RBC Wealth Management

David Chilton talks about inheritance tax in Canada and filing a final tax return.

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Spring 2025 Strategy Update Daniel Kelly Private Wealth

 April 14, 2025 |Daniel Kelly

“History is the sum total of things that could have been avoided.” Konrad Adenauer

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Winter 2025 Strategy Update Daniel Kelly Private Wealth

 January 27, 2025 |Daniel Kelly

“Financial Plans are like seat belts – boring until you realize they just saved you.” ~Unknown

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Fall 2024 Investment Strategy Update Daniel Kelly Private Wealth

 October 24, 2024 |Daniel Kelly

Prediction is very difficult, especially if it’s about the future.” ~Nils Bohr, Physicist

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Video: The Wealthy Barber: Is your Will’s executor ready?

 August 30, 2024 |RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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Video: The Wealthy Barber wants to know: Are you making a Will?

 August 30, 2024 |RBC Wealth Management

Why you should make a Will and include an up-to-date net-worth statement

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