Early 2026 tax tips

Early 2026 tax tips

January 07, 2026 |RBC Family Office Services
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability. Beyond the end of the year, however, there are some areas of tax planning that often get overlooked. For example, there...
Read more

June 2025 Update

May 30, 2025 |Karen Robertson
The Markets The markets were strong this month and it’s been volatile this year with tariff talks. This is a good reminder on why we don’t time the market and we focus on long term objectives built into our financial plans. The TSX is up 5.8% for April...
Read more

January 2025 Update

January 02, 2025 |Karen Robertson
The Markets The TSX is down 4.43% for December and up 17.7% year to date. The S&P 500 is down 1.96% in December and up 23.8% year to date. The NASDAQ is up 2.8% in December and up 29.8% year to date. As of close Dec 30, 2024 We have published some good...
Read more

December 2024 Update

December 02, 2024 |Karen Robertson

North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs.

Read more

November 2024 Update

November 01, 2024 |Karen Robertson
The Markets The TSX is up 2.1% for October and up 16.9% year to date. The S&P 500 is up 0.9% in October and up 21.9% year to date. The NASDAQ is up 2.3% in October and up 24% year to date. These numbers are as of close October 31, 2024 On Oct 12, 2022...
Read more

October 2024 Update

September 30, 2024 |Karen Robertson

The TSX is up 2.6% for September and up 14.3% year to date. The S&P 500 is up 1.6% in September and up 20.3% year to date. The NASDAQ is down 2.3% in September and up 20.7% year to date. These numbers are as of close Sept 27, 2024.

Read more

June 2024 Update

May 31, 2024 |Karen Robertson

The TSX is down less than 1.6% for May and up 5.62% year to date. The S&P500 is down 4.0% in May and up 9.83% year to date. The NASDAQ is up 6.9% in May and up 11.34% year to date.

Read more