Summer Client Note

Aug 09, 2019 |Dr. Patrick O’Brien DVM, Wealth Advisor at RBC Dominion Securities Inc.

The first half of 2019 has been one of the best for financial markets in many years, but they come on the heels of a steep downturn in global stock and bond indexes in the last 3 months of 2018.

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To Be or Not to Be…an Estate Executor

Jun 06, 2019 |Dr. Patrick O’Brien DVM, Wealth Advisor at RBC Dominion Securities Inc.

There is a good chance that at some point, you will be asked to be an executor to someone’s estate – if you haven’t been asked already. This article will give you the basics on deciding whether you should or shouldn’t.

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Some thoughts on the recent downturn

Jan 11, 2019 |Dr. Patrick O’Brien DVM, Wealth Advisor at RBC Dominion Securities Inc.

Why do market down turns cause anxiety? The anxiety we feel and the desire to “do something” is based on our history as a prey species. In this post, I use neuroanatomy and physiology to explain our responses to adverse market conditions.

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Unpredictability in Markets

Dec 21, 2018 |Dr. Patrick O’Brien DVM, Wealth Advisor at RBC Dominion Securities Inc.

This post is about the downturn currently affecting markets of every kind from real estate to technology. I discuss market variability and our desire to avoid the downturns through the lens of chaotic system analysis.

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Saving Probate on Private Corporations v1

Dec 14, 2018 |Dr. Patrick O’Brien DVM, Wealth Advisor at RBC Dominion Securities

Before 2014, private corporations in BC often attracted significant probate costs when an owner passed. The law has changed allowing owners of BC private corporations to potentially save many thousands of dollars in probate and related estate costs.

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