2018 Federal Budget's Tax Measures

The article highlights key tax measures that are of most interest to Canadian Investors.

If you have any questions about the Budget, how it impacts you, or any other wealth management issues, please let us know.


2018 Handy Financial Planning Facts

The article summarizes some common financial planning-related information for topics such as:

  • Retirement 
  • IPP
  • Tax
  • Education-RESP
  • Disability-RDSP
  • U.S. Limits
  • Government Links


Tax Planning Strategies for High Income Earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds $200,000. This article highlights a non-exhaustive list of tax minimization strategies to consider with your professional advisor.


Investment, Tax and Lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.


Tax Strategies: Investment Holding Companies

On July 18, 2017 the federal government released a consultation paper proposing a number of strategies which target private corporations with regards to income splitting, multiplication of the lifetime capital gains exemption, holding a passive investment portfolio inside a private corporation and converting a private corporation's regular income to capital gains. 

The strategies discussed in this article may be affected by the proposed measures in the consultation paper and the accompanying proposed legislation. If you are an owner of a private corporation you should consider the potential impact of the proposed measures and discuss the implications with your Advisor.


Early 2018 Tax Tips

The article covers some common tax planning strategies that you may want to consider early in the new year. 


"Room to Run" by Jim Allworth

"Happy Spouse, Happy House-Four reasons to keep your spouse involved in managing your family's wealth" featuring an interview with Grant Richmond.

One of the featured article in our September issue. 

Performance Metrics

2017 was another stellar year for performance results across many investment disciplines. The attached chart from Ben Carlson records how each market performed. Worthy to note how the different markets change year over year.


Our performance was again very good in 2017, after delivering good performance for our clients in 2016. A key metric we apply is benchmarking which compares our returns to a relevant and comparable barometer. This is not easy to achieve and when positive, shows the value addition we earned for our clients on a relative basis.

Key to our approach includes:

  • A focus on objectives of the client
  • Incorporate a long term outlook
  • Establishing a CORE foundation for a portfolio
  • Stock selection that is thoroughly researched
  • An overlay of option writing that is designed to enhance income



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