Welcome to our blog, where we provide valuable insights and expertise to help you make informed financial decisions.


Our team of experienced experts bring you the latest news and trends in the world of finance, along with practical advice on topics such as investment strategies, retirement planning, and tax optimization. Our goal is to empower you to achieve your financial objectives and secure your future.

Recent Posts

The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Dec 18, 2024 | Rachel Battaglia, Robert Hogue and Cynthia Leach

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

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U.S. productivity renaissance

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Debt in Retirement: What you Need to Know

June 14, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Debt can be a significant financial burden at any stage of life, but it can be particularly challenging in retirement when income is typically fixed.

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7 Mistakes Retirees Make When Planning for Retirement

June 07, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Retirement is a major life event that requires careful planning and preparation. Unfortunately, many retirees make mistakes that can have a negative impact on their finances and quality of life.

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Why Successful Investing is Not a Mystery

June 05, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

How to embrace a proven path to investment success by using a disciplined and research backed investment management process to generate stable and consistent results over the long haul.

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Gifting Money to Your Adult Children?

May 26, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Gifting money to adult children can be a great way to help them financially while you're alive. However, there are pros and cons to this strategy, as well as potential tax implications to consider.

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