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

Tackling the U.S.-China tariff tug of war

Tackling the U.S.-China tariff tug of war

Apr 21, 2025 | Jasmine Duan

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

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The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

Apr 16, 2025 | Shaz Merwat

Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1...

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Tariff pause: Reasons to exhale and get back to basics

Tariff pause: Reasons to exhale and get back to basics

Apr 11, 2025 | Kelly Bogdanova

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

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7 Options For Exiting Your Business

September 09, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Selling a business can be a complex and emotional process. It's not just about finding a buyer and signing a contract. There are a variety of options available and it's important for business owners to carefully consider their choices.

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Leaving Money To Family? What You Need to Know

July 12, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

While estate planning traditionally focuses on transferring assets after death, there are also several options available for transferring money to family members while you're still alive.

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The 3 Questions Retirees Should Be Asking

July 10, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Are you wondering how to make the most of your savings and investments and gain more financial clarity and confidence in retirement? If so, it’s crucial you shift your perspective from focusing only on your investment returns.

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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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What Age Should You Retire

June 13, 2023 |Ross Hodgson, B.Comm, MBA, CIM ®|Investment Advisor|RBC Dominion Securities

Retirement age is a decision that many people find difficult to make. After all, it can be hard to know when it's the right time to step away from your career and start enjoying your golden years.

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Building a Family Legacy: How to Make Your Mark on Future Generations

June 09, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

When people think of leaving a legacy, they often focus on passing down wealth to their children and grandchildren. While that is certainly one way to leave a lasting impact, there are other ways to build a legacy that goes beyond financial assets.

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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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Selling Your Business? The Secrets of What Buyers Want

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

It's important to understand what buyers are looking for in a potential acquisition. While each buyer may have their own specific criteria and priorities, there are several common factors that most buyers look for when evaluating a business.

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AOS Clawback: What You Need to Know

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

From income thresholds to smart strategies, arm yourself with key insights to safeguard your retirement income and maximize you AOS benefit.

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At What Age Should You Convert Your RRSPs to a RRIF?

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

As you transition into retirement, you may be wondering when the best time is to convert your RRSPs to a RRIF. The optimal time for you will depend on a variety of personal factors.

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