Treshana Walker - Insights

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.

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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.

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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.

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The global stock market selloff and the implications for investors

October 30, 2020 |Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

Planning Strategies for Business Owners

October 26, 2020 |RBC Wealth Management Services

Abby Kassar and Grant Henri talk about potential planning strategies to consider over the course of business ownership.

An integrated approach to wealth planning with myGPS™

October 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

What the U.S. election means for Europe and the UK

October 22, 2020 |Frédérique Carrier

The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.

Cybersecurity and the digital transformation of business

October 21, 2020 |Lindsay Strickland

Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.

Finding success with budgeting

October 16, 2020 |RBC Wealth Management

While many people use a “cash in” versus “cash out” formula, there’s a simple change you can make to your budget to help make saving a priority.

Inflation fears may be inflated

October 15, 2020 |Thomas Garretson

Despite risks and concerns of inflation being top of mind for fixed income investors, we explain why we believe inflation should not be a near- or intermediate-term problem for them.

The U.S. fiscal stimulus uncertainty and the outlook for economic growth

October 08, 2020 |Frédérique Carrier

Even as another much-needed round of fiscal stimulus in the U.S. twists in the wind, growth does appear to have a clearer path forward.

Wealth is...

October 08, 2020 |RBC Wealth Management

From your personal aspirations to the legacy you want to leave, your financial goals and needs are unique. With a personalized approach, RBC Wealth Management helps you achieve what matters most to you.

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Streaming services have accelerated during COVID-19. Will this continue?

October 08, 2020 |Tasneem- Azim-Khan, CFA

The pandemic has magnified the value proposition of streaming services and could potentially accelerate the cord-cutting and cord-shaving trends towards cable TV.

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