2024 Handy Financial Planning Facts

August 22, 2024 |Stephanie Woo, CIM, FMA
We're sharing our handy reference guide to important deadlines and useful contribution limits to help you in 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption CPP...
Read more
North American labour markets: Past the point of no return?

North American labour markets: Past the point of no return?

August 16, 2024 |Josh Nye

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

Read more
Nagging questions facing equity markets

Nagging questions facing equity markets

August 09, 2024 |Kelly Bogdanova

Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration.

Read more
Global equity: Offense still on the field; defense ready for the call

Global equity: Offense still on the field; defense ready for the call

August 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

Read more
Stock market selloff: A “growth scare,” or more?

Stock market selloff: A “growth scare,” or more?

August 06, 2024 |Kelly Bogdanova

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

Read more

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...
Read more
Stephanie Woo & Jim Allworth in page

In Conversation with Jim Allworth

September 08, 2023 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio and wealth management services offering, we wanted to share with you one of our recent chats with Jim Allworth. Jim has been in the investment industry for over five decades and co-chairs our firm's global investment...
Read more

Enhance and Preserve Your Corporate Wealth

February 07, 2023 |Stephanie Woo, CIM, FMA
Building a business is not easy. Learn about one of the strategies where we can help enhance and preserve the wealth you have built in your corporation. CLICK TO VIEW VIDEO Let's explore your options. Contact Stephanie Woo at 604.257.3234 to discuss how...
Read more

Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

|

Feedback and inquiries welcome!

*Required fields