December 2017 - Brent achieves Top Tier Director's Council

As 2017 draws to an end, we are celebrating Brent’s successful qualification for the Top Tier Director’s Council this year. Qualifying advisors are ranked in the top 650 out of over 1700 across Canada. These advisors have a positive regulatory and compliance record and consistently deliver an unmatched experience to clients. This is the 4th year in a row that Brent has been included among RBC’s esteemed council recipients. A big thank you to all of our clients who made this possible!

August 2017 - Anita passed Level III of her CFA exams

After three years of studying, Anita has passed her CFA exams. Conquering all three levels is a rigorous test and takes a significant commitment on the part of the candidates. Congratulations Anita!! For more information on the CFA Institute, please visit:

July 18, 2017 - Federal Government Targets Tax Planning Using Private Corporations

Federal Minister of Finance, Bill Morneau, announced the release of a consultation paper and draft legislation to address the following issues:

- Income splitting
- Multiplication of the capital gains exemption
- Holding a passive investment portfolio inside a private corporation
- Converting a private corporation’s regular income into capital gains

For more information on the above topics, please click here to read the full article.

June 13, 2017 - Golf for Good

Danielle participated as a fundraiser, player, and part-organizer in the Golf for Good Tournament on June 13th, 2017. The Golf for Good Tournament was started in 2006 and has raised over $1,500,000 for various community charities. Danielle would like to thank the various sponsors and donors who contributed to her raising over $16,000 this year!! Specifically to RBC Dominion Securities, RBC Private Banking, Mackenzie Investments, RBC Foundation, RBC Global Asset Management, and Fidelity Investments. The beneficiary charities included:

- Association Of Women In Finance
- Atira Women's Resource Society
- Vancouver Japanese Language School
- Covenant House Vancouver
- Big Sisters of BC Lower Mainland

May 19-22, 2017 - Ducks Unlimited Volunteer Convention

We are proud to have been sponsors of the Ducks Unlimited Volunteer Convention in Osoyoos this year.

April 2017 - 1% For the Planet

We are Founding Individual Members of 1% for the Planet! This is a commitment on our part to donate 1% of our annual revenue to environmental charities. For more information on 1% for the Planet, please visit: