Market Update - July 31, 2020

 Jul 31, 2020 |Tom McGill
Markets made little headway over the past week, finishing roughly where they started. It was a week that served to remind investors that improvements may be met with setbacks, both with respect to the coronavirus and the economic recovery. Coronavirus...
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Podcast: Key details to consider in Will and estate planning

 Jul 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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The Great Wealth Transfer – Billions To Change Hands By 2026

 Jul 30, 2020 |Tom McGill
Written by Scott McGinn Here comes the boom. What is ‘The Great Wealth Transfer’? This term has been coined by several major wealth managers across North America; referring to the tremendous amount of wealth that will be transferred to younger generations...
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Market Update - July 17, 2020

 Jul 17, 2020 |Tom McGill
Good morning, It’s been a tale of two stories the past few weeks. On the one hand, concerning coronavirus trends across key hotspots and new localized outbreaks in some countries. On the other hand, resilient markets which appear to believe that, for...
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Podcast: Family tax planning with a prescribed rate loan strategy

 Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Market Update - June 19, 2020

 Jun 19, 2020 |Tom McGill
Good Afternoon, This week ended roughly where it started as the market seesawed between modest gains and losses. This tug of war was somewhat fitting because it encapsulates an interesting dynamic. More specifically, the risks posed by the pandemic offset...
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Currency Update - The George Davis Report: June 2020 Edition

 Jun 17, 2020 |Tom McGill
RBC Capital Markets is maintaining their intern program through the pandemic to provide students with experience and develop talent for the future. The June addition of the George Davis report is particularly good because it allows some of the interns...
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Podcast - Corporate America's moment of truth on racism

 Jun 15, 2020 |Tom McGill
This podcast features Michael Carter, RBC Capital Markets’ Global Head of Technology Investment Banking and a member of the Washington-based Executive Leadership Council. In this episode of the 10-Minute Take, Michael provides his view on how systemic...
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Podcast: Planning for an estate freeze or re-freeze

 Jun 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Market Update - June 12, 2020

 Jun 12, 2020 |Tom McGill
This week was marked by a return of volatility driven by renewed concern over the global pandemic. It comes after weeks of improving sentiment and growing hope that the worst of the health crisis may had passed and confirmation that the economic recovery...
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