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.  

Can small-cap equities go the distance?

January 19, 2024 |Kelly Bogdanova

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

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Have bonds rallied too far, too fast?

January 12, 2024 |Thomas Garretson, CFA

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

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Global Insight 2024 Outlook highlights: Bonds are back

January 11, 2024 |Frédérique Carrier

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

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Global Insight Weekly

The 2023 investment story: Elements of surprise

January 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

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Thinking hard about a soft landing

December 14, 2023 |Frédérique Carrier

Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

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Why it’s hard to talk about end-of-life planning and how to take the first step

December 12, 2023 |RBC Wealth Management

Finding the motivation to engage in estate planning and create a Will is all about having the right mindset.

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U.S. debt: Not living on borrowed time

U.S. debt: Not living on borrowed time

December 08, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook: Investing for a new reality

December 04, 2023 |Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Global Insight 2024 Outlook: United States

December 04, 2023 |Kelly Bogdanova and Thomas Garretson, CFA

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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Global Insight 2024 Outlook: Canada

December 04, 2023 |Sunny Singh, CFA, and Luis Castillo

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

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