Keeping you Informed – A Very Merry Issue

December 17, 2021 |Joanne Livingston
The year-end brings with it a heavy schedule of activity in our office. Account reviews, gain/loss revisions and preparing everyone (as best we can) for the tax season that will soon be upon us. It is also a time where we give and receive thanks and remember...
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2021 economic and fiscal update

December 15, 2021 |RBC Wealth Management Services

A summary of tax and support measures announced by the federal government.

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Keeping you Informed – Friday Dec 3rd

December 07, 2021 |Joanne Livingston
I came across this article in the Globe & Mail last week. It caught my attention for two reasons. Firstly, it was an interview with John Sicard who is the CEO of Kinaxis, a company that has been part of our Canadian Equity strategy for a while and secondly...
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1/3 + 2/3 can equal 0…in taxes, that is!

December 06, 2021 |Tony Maiorino, Vice President & Director, Head – RBC Wealth Management Services

Find out how certain strategies can help you reduce tax and incorporate charitable giving.

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Cross-border wealth planning: How to manage your family’s global interests

December 03, 2021 |RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

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Does your family have a succession plan? Tips for maintaining family harmony

December 01, 2021 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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