Recent Posts

Register for Your Independent Practice License

Oct 25, 2021 | Courtney Marie L.

If you've just completed your residency, you have to apply for your independent practice license before you can start to practise. Here is how.

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Health

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Heading toward uncharted debt territory

Sep 03, 2021 |Kelly Bogdanova

As the increasing federal debt dilemma continues, the U.S. government and taxpayers may reach a financial destination they have not been before.

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Using a TFSA to help you reach your financial goals

Jul 19, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Depending on your life stage and priorities, there are different ways to make the most of your TFSA. Here are six key elements to consider.

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How income splitting can create tax savings

Jul 12, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

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Federal budget 2021: Key measures that may have a direct impact on you

Apr 20, 2021 |RBC Wealth Management Services

RBC Wealth Management Services analyzes the latest proposed federal budget measures, and the effect they may have on you.

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

Jun 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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Podcast: Planning for capital losses with tax-loss selling

May 08, 2020 |Tony Maiorino and Allison Marshall

“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”

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Prescribed rate loan planning

Apr 28, 2020 |RBC Wealth Management Services

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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2020 Tax Planning Tips

Jan 10, 2020 |John Hastings
Taxes, TFSA and RRSP contributions....... tis that one time of year when most of us think about our personal finances. With respect to taxes, here are some useful tips to ensure you're up to speed on the most recent changes as you get prepared for the...
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Creating Wealth Alpha: The Amateur Athlete Trust

Apr 02, 2019 |John Hastings
Technically speaking, I'm an investment advisor. However, I find that I am spending more time discussing tax-efficiency and wealth protection strategies with clients than before. Hopefully that isn't a reflection of my investment advice!!! As a former...
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