Son Kee Private Wealth

Immigration Nation: New Canadians are vital to an aging society

June 29, 2022 |Nathan Janzen, Claire Fan and Carrie Freestone

A wave of new Canadians is coming—and just in time.

Early 2018 tax tips

January 15, 2018 |RBC DS

Many investors are aware of the importance of tax planning near the end of the year to minimize their income tax liability.

Seven questions you should ask before choosing a financial advisor

January 03, 2018 |RBC Dominion Securities

Choosing a financial advisor is one of the most important financial decisions you will ever make. Before entering into a partnership with any financial advisor, ask the following questions, and make sure you are comfortable with the answers.

2017 year-end tax planning

November 22, 2017 |RBC Dominion Securities

Opportunities to reduce your 2017 tax bill

Do you have too much invested in fixed income?

November 14, 2017 |Ryan Son Kee

I see some big issues with how Canadians have their investment portfolios allocated. Do you incorporate CPP/OAS and your pension (if you have one), as part of your fixed income portfolio? If not, you should be!

When should you take CPP?

November 06, 2017 |Ryan Son Kee

It’s a question that is asked by most Canadians who are planning to retire. Here’s the secret, it depends!

Sorry we couldn't submit this form at this time. Please try again later.

Join blog

Thanks for joining our blog!

We're sharing our "aha" thoughts on everything in wealth management, investments, insurance, tax and estate planning.

This is a required field.

Provided email is formatted incorrectly. Please enter a valid email address

Special characters are not allowed here. Please provide valid input for this field.

The sum of the numbers is incorrect.

Add the following numbers

*Required fields

Blog