2024 Federal Budget – Proposed capital gains inclusion rate increase

April 23, 2024 |Stephanie Woo, CIM, FMA
The recent announcement of the proposed increase to the capital gains inclusion rate has triggered many questions and concerns about the potential impacts of this change. Our RBC Family Office Services team has prepared a detailed summary of the history...
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Around the world in 80 seconds

Around the world in 80 seconds

April 23, 2024 |Portfolio Advisor – Spring 2024
Canada The economy continues to show clear signs of weakening. Negative per capita GDP growth for the last six quarters suggests the country is straining under the weight of significantly higher immigration-driven population growth and a sluggish global...
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Spring cleaning – Time to review goals, check in on your investment plan and ensure your financial “house” is in order.

Spring cleaning – Time to review goals, check in on your investment plan and ensure your financial “house” is in order.

April 23, 2024 |Portfolio Advisor - Spring 2024
Spring is a time of renewal with green shoots, rising temperatures, and longer days bringing more light into our lives. This sense of renewal often leads us to clean our homes, and get rid of the old to make way for the new. But spring is also a great...
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Senior sentinels – protecting our vulnerable loved ones from cyber scams

Senior sentinels – protecting our vulnerable loved ones from cyber scams

April 23, 2024 |Portfolio Advisor - Spring 2024
June 15 is World Elder Abuse Awareness Day. This annual occurrence provides an important opportunity to consider the people in our lives who may be vulnerable to abuse like cyber scams, and what we can do to assist them. Cybercrimes against older Canadians...
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Political interference: The 2024 U.S. presidential election and investors

Political interference: The 2024 U.S. presidential election and investors

April 23, 2024 |Portfolio Advisor - Spring 2024
Do U.S. presidential elections “interfere” with market returns, and therefore with investors’ portfolios? What is the likely impact of a win by a Democrat versus a Republican? Historically, presidential election outcomes have delivered surprising results...
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Penny wise, loonie rich: Strategies to help you pay less tax and keep more in retirement

Penny wise, loonie rich: Strategies to help you pay less tax and keep more in retirement

April 23, 2024 |Portfolio Advisor - Spring 2024
Over the last few years, Canadians have been feeling the pinch on their cashflow brought on by higher inflation and borrowing costs. In the spring of 2022, inflation surged to a four-decade high (eventually peaking at 8.1% in June of 2022). To help tame...
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The glitter of gold

April 23, 2024 |Portfolio Advisor - Spring 2024
Long seen as the ultimate store of value, gold is a valued commodity with unique characteristics that make one of the most coveted assets the world over. The commodity’s sharp rise in 2024 (it recently hit an all-time high of over US$2,400 an ounce) has...
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A new simple, unique and innovation way to give to charity

April 23, 2024 |Stephanie Woo, CIM, FMA
Many want to make a positive impact on their community. If you are considering making financial donations, you may be interested in learning more about a new simple, unique and innovative way of giving. By using Canada Life My Par Gift, you will be able...
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2024 Handy Financial Planning Facts

April 23, 2024 |Stephanie Woo, CIM, FMA
We're sharing our handy reference guide to important deadlines and useful contribution limits to help you prepare for 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption...
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The Wealthy Barber Returns - complimentary ebook

April 22, 2024 |Stephanie Woo, CIM, FMA
In collaboration with David Chilton, one of Canada’s best known voices on the subject of personal finance, we are proud to offer you a complimentary special edition ebook. RBC Partner David Chilton uses wit and wisdom to help readers learn the keys to...
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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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