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?

Click for more details

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.  

young-child-planting-with-parents-in-garden-in-page

Raising the next generation to live more sustainably

 December 21, 2020 |RBC Wealth Management

As parents think about the legacy they want to leave, educating the next generation around sustainability can help leave a lasting impact on generations to come.

Read more
young-people-with-face-masks-back-at-work-in-office-in-page

Accommodative Fed policy will be a way of life for the economy and markets

 December 19, 2020 |Atul Bhatia, CFA

As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.

Read more
mountain-biker-on-long-green-trail-with-cloudy-sky-in-page

The road ahead for investors

 December 05, 2020 |Kelly Bogdanova, Frédérique Carrier, and Jim Allworth

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

Read more

What are the consequences of the growing government debt dilemma?

 December 02, 2020 |Kelly Bogdanova, and Frédérique Carrier

Governments are awash in debt, with no signs borrowing will let up anytime soon. Is this sustainable? What are the risks for economies and taxpayers?

Read more

Adapting fixed income investment strategies in an ultralow rate world

 December 02, 2020 |Christopher Girdler, CFA and Mikhial Pasic, CFA

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

Read more

What does inflation look like in a post-pandemic world?

 December 02, 2020 |Tom Porcelli & Jim Allworth

With the U.S. economy still reopening, where is inflation going from here and what can investors watch to gauge how price pressures may be building?

Read more

Will global equities deliver for investors in 2021?

 December 02, 2020 |Jim Allworth, Kelly Bogdanova, and Frédérique Carrier

As economies regain pre-pandemic peaks and corporate earnings recover further, we look at why stocks could provide attractive all-in returns in 2021.

Read more

Investment outlook for your 2021 portfolio

 December 02, 2020 |RBC Wealth Management

As the economic fallout from COVID-19 is absorbed, ultralow rates should make equities the asset class of choice and fixed income more challenging.

Read more

How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields