Client Newsletter Q2 2020

Jul 09, 2020 |Randall-Roberts Wealth Management
Randall-Roberts Wealth Management invites our clients to read our Q2 2020 newsletter where we provide our thoughts on global markets, introduce new team members and announce new client services. Please click here to view the letter.
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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?

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

Jun 03, 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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Financial Support Programs for Canadians Impacted by COVID-19

May 01, 2020 |Randall-Roberts Wealth Management
The Government of Canada and financial institutions, including RBC, are working together to offer financial support programs for Canadians impacted by COVID-19. Randall-Roberts Wealth Management remains committed to keeping you informed about initiatives...
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Reduction of RRIF Minimum Withdrawals for 2020

Apr 28, 2020 |Randall-Roberts Wealth Management
In an attempt to alleviate financial hardship, the Canadian government has reduced the required RRIF minimum withdrawals by 25% for 2020. If you do not need your entire unreduced RRIF minimum payment for your living expenses, consider taking advantage...
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Prescribed rate loan planning

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 Handy Financial Planning Facts

Jan 06, 2020 |Randall-Roberts Wealth Management
Randall-Roberts Wealth Management would like to wish everyone a happy, healthy, and prosperous New Year! To help with your 2020 financial goals, please click here for this year's version of our Handy Financial Planning Facts. If you have any questions...
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2018 Handy Financial Planning Facts

Feb 09, 2018 |Tyler MacLaren
Please click here for 2018's edition of Handy Financial Planning Facts.
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2017 Year-End Tax Tips

Dec 01, 2017 |Randall Roberts Wealth Management
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, we have summarized some common year-end tax planning strategies in this article. Click here to review...
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