Principal Protected Notes - Protect your investment while still enjoying the benefits of stock market returns

 April 15, 2019 |Thomas De Mello

Reduce down side risk and still enjoy the benefits of market returns - PPNs are products which guarantee a full return of their principal amount at maturity, while providing the opportunity to benefit from the performance of equity markets.

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What to do with your tax refund - Strategies to optimize the use of your income tax refund

 April 09, 2019 |Thomas De Mello

If you receive a tax refund, it may be a good opportunity to determine if you can use some or all of it to improve your financial well-being. This article discusses some strategies that may help you use your income tax refund wisely.

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Federal budget 2019: Key tax measures that have a direct impact on you

 March 20, 2019 |Thomas De Mello

RBC Wealth Management Services analyzes the latest pre-election proposed tax measures, and the effect they may have on you.

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Ten Strategies to Pay Less Tax in Retirement

 March 07, 2019 |Thomas De Mello

Are you approaching retirement or have you recently retired? Here are several approaches you may want to consider to maximize your after-tax retirement income.

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Complimentary Insurance Review

 February 25, 2019 |Thomas De Mello

Most Canadians understand that they need insurance; however, many don't understand all the advantages that insurance can provide or the various options available. Our complimentary insurance review ensures that your coverage is appropriate for you.

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The Corporate Wealth Transfer Strategy - Minimize Taxes and Maximize the Value of your Estate

 February 18, 2019 |Thomas De Mello

The corporate wealth transfer strategy allows you to move corporate investment dollars from a tax-exposed environment to a tax-deferred one, maximizing the amount that is available to your estate.

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