What is your risk profile?

Understanding your investment goals is a key part of the process. But just as important is understanding your risk profile. That’s why we ask you questions like: What is your financial situation? How long do you have to invest? How do you feel about the value of your investments going down, even temporarily?

Click here to learn more on your risk profile

2023 tax preparation reminders

With the 2023 personal income tax return filing deadline fast approaching, this is a great time to see if you’re taking advantage of all of the tax benefits you may be entitled to. The following information outlines items you may want to consider when preparing your 2023 personal income tax return.

Download this article to learn more

Tax-efficient asset location

When creating your investment plan, you’ve likely given consideration to your asset allocation. Asset allocation involves finding the right balance of different types of investments such as fixed-income, equities and cash or cash equivalents that would be appropriate for you, given your goals and risk tolerance. But when reviewing your overall investment portfolio, have you considered asset location?

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2024 handy financial planning facts 

Download a free copy of our 2024 financial planning data that may be relevant to you. The report will give key information on TFSAs/RRSPs/RRIFs, CPP & OAS pension amounts for 2024, tax information and deadlines. 

Free Report for download

2024 TFSA quick tips

With a Tax-Free Savings Account (TFSA), you can contribute up to your contribution limit each year, earn tax-free interest, dividends and capital gains, and even make withdrawals – at any time, for any reason – without paying tax.

Click for more details to make the best use of your TFSA.

2024 RRSP quick tips 

Click for more details on five tips to make the most of your RRSP. Have questions? Please reach out. 

When should you review your Will or estate plan?

Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. A life event refers to any significant change in your life such as marriage, divorce, birth of a child, death of a spouse or changes to your financial position, to name a few. This article provides some examples of circumstances which may warrant a change or update to your Will and estate plan. 

Click here for more details.  

Credit where credit is due?

Credit where credit is due?

 September 05, 2024 |Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Video: Bank of Canada cuts again in September. Here’s what to know.

Video: Bank of Canada cuts again in September. Here’s what to know.

 September 05, 2024 |RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate to 4.25%, citing continued easing in broad inflationary pressures.

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Fed rate cuts on the horizon

Fed rate cuts on the horizon

 August 30, 2024 |Joseph Wu, CFA

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Video: The Wealthy Barber: Is your Will’s executor ready?

 August 30, 2024 |RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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Video: The Wealthy Barber wants to know: Are you making a Will?

 August 30, 2024 |RBC Wealth Management

Why you should make a Will and include an up-to-date net-worth statement

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Climate Briefing: A Smart Heating Solution For Canada’s Fiscally-Strained Municipalities

Climate Briefing: A Smart Heating Solution For Canada’s Fiscally-Strained Municipalities

 August 28, 2024 |Myha Truong-Regan
Policymakers in Canada’s fastest growing cities face a triple challenge over the next decade: how to build their infrastructure for a rapidly growing population, continue lowering greenhouse gas emissions, and ensure that neither strain municipal finances...
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No free rein: The realities of U.S. presidential power

 August 27, 2024 |Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

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Generative artificial intelligence: enablers and adopters

Generative artificial intelligence: enablers and adopters

 August 23, 2024 |Frédérique Carrier

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

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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.

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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.

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