Monthly Newsletter: Portfolio Advisor - December 2023

December 19, 2023 | de Mello Wealth Management


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December 2023

Global Insight Monthly - December 2023


RBC Global Insight - 2024 Outlook

RBC Wealth Management has launched the Global Insight 2024 Outlook, which showcases unique perspectives on the catalysts and challenges that could impact investment portfolios in the year ahead.

A new reality – As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Canada regional focus – While there are select opportunities in Canadian equities, interest rate risks are becoming more two-sided.

U.S. regional focus – A wide range of potential economic outcomes calls for nimble equity positioning, while bonds look poised to bounce back in 2024 after a long and rough road.

Additional regional insights – Our on-the-ground analysts and strategists around the world examine the issues and opportunities facing markets and asset classes in 2024 in the UK, Europe, and Asia.

Read More Here >


Client Appreciation Event 2023 - Gallery

Wealth & Wine

A great evening that started off with tasting some fine wines from Italy, followed by a comprehensive update on the Canadian Real Estate Market with our exceptional panel of guest speakers.Full picture gallery and highlight video now available.

Click Here >


Special Housing Report

Canada’s housing market downturn is spreading

Canada’s housing market downturn spread further in November. Most markets are now in correction mode with high interest rates, the loss of affordability, and mounting economic uncertainty holding back homebuyer demand, and supply-demand conditions having significantly eased since spring.

Read Full Article Here >


Investing: Japan and India

Two international opportunities worth considering

Investors in international markets may tend to focus broad benchmarks such as the MSCI Emerging Markets Index and as a result, may miss exciting opportunities to target specific countries. Local market trends and global forces leads us to believe that Japan and India as two such opportunities. While these countries have idiosyncratic reasons for growth, they are both benefiting from a global shift towards diversified supply chains.

Read Full Article Here >


Client Guide to 2023 Tax Reporting

Tis' the season to be tax-smart

This guide summarizes the important dates and required tax information to prepare your annual tax return. It also includes a handy list of potential tax slips you may receive from RBC Dominion Securities® (depending on your investment holdings and account activity). Important dates:

* February 29, 2024: Last day for RRSP Contributions

* April 30, 2024: Last day to file your 2023 tax return without penalty.

* June 17, 2024: Last day to file your 2023 tax return without penalty if you are self-employed.

To help make tax time easier for you, your 2023 tax slips are available through RBC Wealth Management® Online, including mutual fund tax slips issued by RBC® (tax slips issued by other issuers outside of RBC will continue to be sent by regular mail). Simply log in to RBC Wealth Management Online to view your tax documents. For access to RBC Wealth Management Online, please contact us.

Learn More Here >


Privacy & Security | Legal | Accessibility | Member-Canadian Investor Protection Fund

This information is not investment advice and should be used only in conjunction with a discussion with your RBC Dominion Securities Inc. Investment Advisor. This will ensure that your own circumstances have been considered properly and that action is taken on the latest available information. The information contained herein has been obtained from sources believed to be reliable at the time obtained but neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers can guarantee its accuracy or completeness. This report is not and under no circumstances is to be construed as an offer to sell or the solicitation of an offer to buy any securities. This report is furnished on the basis and understanding that neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers is to be under any responsibility or liability whatsoever in respect thereof. The inventories of RBC Dominion Securities Inc. may from time to time include securities mentioned herein. RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under license. © 2022 RBC Dominion Securities Inc. All rights reserved.