SKI'Ing - Spending the Kid's Inheritance

Feb 11, 2020 |Jason Fields & Curtis Grainger
You can't take it with you. But that doesn't mean you have to leave it all behind. If you're starting to think about what you might do with your money down the road, there are a few ways you can go about it. From spending your kids' inheritance to giving...
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Will the Coronavirus Infect Markets and the Economy?

Feb 05, 2020 |Jason Fields & Curtis Grainger
RBC Wealth management has put together this article to look at the knock-on effects of the pandemic for the world economy, and what sort of market impact investors should brace for.
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RBC Royal Trust – Corporate Executor Services

Jan 30, 2020 |Jason Fields & Curtis Grainger
What does it mean to be an executor? One of the most important financial planning decisions you will ever make is choosing an executor. If asked by a family member or friend to serve as their executor, most of us would consider it an honour. However,...
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What is a trust? The Wealthy Barber Explains

Jan 16, 2020 |Jason Fields & Curtis Grainger
Watch The Wealthy Barber, David Chilton explain why trusts can be an important tool in protecting your beneficiaries.
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Introducing eTax Packages

Jan 03, 2020 |Jason Fields & Curtis Grainger
Hello 2020, we hope you had a wonderful holiday season with your family and friends! As we look forward to our next year and enter a time where people begin to think about taxes we wanted to introduce one of our new features, eTax packages. These packages...
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Merry Christmas & Happy New Year!

Dec 18, 2019 |Jason Fields & Curtis Grainger
In honor of Christmas quickly approaching our team came together and listed our favorite Christmas movies. See which movies made every ones top 5 below. We hope that you all have a wonderful holiday season filled with family and friends and look forward...
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Global Investment Outlook for 2020

Dec 12, 2019 |Jason Fields & Curtis Grainger
RBC Dominion Securities Portfolio Advisory Group has recently released their investment outlook for 2020. Their constructive view on the financial markets runs parallel to a continued need for vigilance. Take a look at this article to find out more
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The RBC Disruptor’s Handbook: 21 Things We’ve Learned about Digital Disruption

Dec 05, 2019 |Jason Fields & Curtis Grainger
We are in the early stages of the biggest technology-driven revolution since the advent of electricity. Entire industries and careers are being created or overturned, and the disruptors tend to be entrepreneurs and innovative organizations whose greatest...
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TFSA limit for 2020

Nov 27, 2019 |Jason Fields & Curtis Grainger
The federal government has announced the 2020 TFSA contribution limits. Take a look at this article to find out more.
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Tax and Estate Concerns at Different Life Stages

Nov 14, 2019 |Jason Fields & Curtis Grainger
As financial planners our responsibilities extend beyond rates of return to include tax, retirement and estate planning. To understand these aspects of a financial plan, we take the opportunity to learn more about a client's family, values and priorities...
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