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

Shock and tariff: Four key perspectives on the selloff

Shock and tariff: Four key perspectives on the selloff

Apr 08, 2025 | Kelly Bogdanova

Extreme stock market corrections are difficult to endure. We answer key questions on investors’ minds, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against

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It’s been a privilege

It’s been a privilege

Apr 08, 2025 | Atul Bhatia, CFA

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

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Tariff deluge: RBC’s initial take

Tariff deluge: RBC’s initial take

Apr 04, 2025 | The Global Portfolio Advisory Committee

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for economies and financial

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How income splitting can create tax savings

How income splitting can create tax savings

January 01, 2025 |RBC Wealth Management

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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The 5 Biggest Mistakes Executives Make When Managing Wealth

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

Business executives are responsible for making crucial decisions that can have a significant impact on their company's health. However, even the most experienced executives can make personal financial mistakes that can be costly in the long-run.

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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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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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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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Guaranteeing a Mortgage For Your Kids?

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

As parents, we want to support our children in any way we can. Sometimes that means co-signing on a mortgage to help them get into a home. But before signing on the dotted line, it’s important to weigh the pros and cons of this decision.

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