Spring Update

April 09, 2024 | Jim Seyers


We hope you are having a wonderful week! With spring officially here, we hope more sunshine and warmer weather is soon to come. 

Wealth Management Report

We would like to highlight the April 2024 Wealth Management Review. This interesting and pertinent report discusses the following topics:

  • "Are we there yet?" by Jim Allworth - We've been waiting for two things: a U.S. recession and new all-time market highs. So far, just one of them has arrived. 
  • "Saving for a home just got easier" - First Home Savings Account (FHSA) quick tips. 
  • "It's tax (scam) season" - How you can protect yourself. 

Fraud Prevention 

The quantity and sophistication of fraud and scams has increased significantly in recent years. It is getting harder to detect than ever. While we remind you to be on guard and to be looking for signs of a scam, we know there are times it may occur. 

In the event you find yourself as a victim of fraud, please refer to the fraud guide that provides checklists of important steps to take and the respective contact information to help you recover from a fraudulent event. 

2024 RBC Canadian Open

The 2024 RBC Canadian Open is being held at the Hamilton Golf & Country Club, ON from May 28th to June 2nd. 

As the title sponsor, RBC is thrilled to offer clients with a 15% discount on select tickets. Please reach out to us for the passcode to claim the discount on the following ticket products:

  • Thursday, May 30 to Sunday, June 2 - Daily Grounds Tickets 
  • Thursday, May 30 to Sunday, June 2 - Daily 1904 Club Tickets 

The passcode is valid until May 26th, 2024. 



"How will you replace your current income in retirement?"™ - Jim Seyers