happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

 June 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

 June 20, 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

 June 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

 June 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

 June 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

 June 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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The Geopolitics of OPEC and Oil

 June 10, 2020 |Tom McGill
I wanted to get this episode of the 10-Minute Take out this morning given its importance to Albertans and Canadians. In this episode, John Stackhouse, interviews Helima Croft, RBC Capital Markets’ Global Head of Commodity Strategy, to discuss her views...
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Can pro sports stage an epic comeback?

 June 09, 2020 |Tom McGill
John Stackhouse interviews RBC’s EVP and Chief Marketing Officer, Mary DePaoli, to gain insight on the physical, psychological, and marketing changes to pro-sports brought about by the current pandemic. They look at the impact of revenue and how this...
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Market Update - June 5, 2020

 June 09, 2020 |Tom McGill
Good afternoon, It was an eventful week. Understandably, many were focused on the social unrest that permeated across the United States. As a result, there was less attention paid to the pandemic and state of the economic recovery. This week, we take...
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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

 June 04, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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