Power of Attorney: Don't leave home without it

Jun 07, 2019 |Melissa Clark & Jenna Roundell
For the first time in Canadian history, there are more individuals over age 65 than under age 14. There’s a deep cause for attention related to the health issues that will go hand-in-hand with this population shift. In The State of Seniors Health Care...
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2019 Financial "Spring Cleaning" To-Do List

May 06, 2019 |Melissa Clark

With the snow gone and winter coats put away, many of us turn to spring cleaning to declutter our homes. Our finances are no different. These 5 tips will help you and your family reduce paperwork and start the season off on a fresh note.

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Saving Taxes on Investment Income

Apr 01, 2019 |Melissa Clark & Mark Roundell

It’s that time of year when we are all thinking about taxes. There are three forms of investment income in Canada: interest, dividends and capital gains. Each type of income taxed differently. It's important to understand the difference.

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2019 Federal Budget’s tax measures

Mar 20, 2019 |Melissa Clark & Mark Roundell
RBC Wealth Management Services was granted access to the Federal Budget lock-up in Ottawa on March 19, 2019. As a result, I’m happy to provide you with the highlights of the key tax measures that are of most interest to Canadian investors. For more details...
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Dying Without a Will

Dec 14, 2018 |Melissa Clark
According to a recent poll, more than 51% of Canadians do not have a will. If you die without a Will, the law says that you have died “intestate,” which means that you left no instructions as to how your property is to be divided and distributed. In these...
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Protecting Yourself Against Identity Theft

Oct 01, 2018 |Melissa Clark
In 2012, over 17,000 Canadians were victims of identity theft. In 2014, that number jumped to over 20,000, an increase of nearly 20% in 2 years! Fortunately, the total losses dropped from just over $16 million to $10.5 million during that same period...
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Pitfalls of Joint Accounts

Aug 31, 2018 |Melissa Clark
As part of the estate planning process, individuals will often consider establishing a joint account with one or more of their adult children or other family members. Sometimes, this is done as a tool for expediency so that a joint account holder can...
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Home Economics: Comparing Canadian real estate to Canadian equities

Jun 01, 2018 |Melissa Clark
When comparing real estate and equity markets, it’s important to understand the historical growth associated with these different asset classes and have the right information to make an “apples-to-apples” comparison. A common misconception among many...
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Everything Comes Back to Your Financial Plan

May 04, 2018 |Mark Roundell

Why do we always ask you the same questions when we meet or talk on the phone for that matter? “Has anything changed in your life or do you expect any changes in the coming months?”

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Protecting Your Family with Critical Illness Insurance

Mar 28, 2018 |Melissa Clark & Mark Roundell

A life-threatening disease or disorder can dramatically change the quality of life you and your family enjoy today. The tax-free benefit of a critical illness policy will help you return to the quality of life you expect and deserve.

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