Our resources | Anderson Private Wealth of RBC Dominion Securities Inc.

Helping you make informed financial decisions

We specialize in providing comprehensive financial planning services that cover every aspect of your financial needs, from tax planning to retirement checklists. Below you’ll find some educational guides and resource that offer valuable information and tools to help you achieve your goals.

RBC Insights

Top scams of 2024: What to watch for

October 30, 2024 |Portfolio Advisor – Fall 2024

One of the best ways to protect yourself from fraud is to be aware of the most common scams that fraudsters are leaning into right now. Learn some of the top scams of this year and how to protect yourself against them.

Navigating turbulent waters: Staying the course through geopolitical volatility

October 29, 2024 |Portfolio Advisor – Fall 2024

When the world seems chaotic, it is natural to worry about your investments. Wars, political upheaval, and global events can deliver major volatility shocks to investment markets. During these troubled periods, some investors might think “Should I change...

Peak performance pressure – Navigating the market's high altitude with confidence

October 29, 2024 |Portfolio Advisor – Fall 2024

In the world of investing, the phrase "all-time high" often triggers a mix of excitement and apprehension. As prominent indices like the S&P 500 and the S&P/TSX Composite continue to set new record highs, many investors find themselves wondering: Is this...

Around the world in 80 seconds

October 29, 2024 |Portfolio Advisor – Fall 2024

Canada With inflation now largely contained and within their target range of 1% to 3%, the Bank of Canada has moved steadily, if cautiously, over the summer and early fall to bring down their trend-setting overnight rate from 5.00% to 3.75% with four...

Wealth transfer: Five tips to help avoid family conflict

August 01, 2024 |Portfolio Advisor – Summer 2024

You can preserve family harmony and your wishes for your estate with careful planning and open conversations. After spending their lives building wealth, most parents hope their legacy will provide their heirs security and enjoyment—not family strife...

Gold, silver or bronze – What quality of retirement is your plan leading you to?

August 01, 2024 |Portfolio Advisor – Summer 2024

Achieving a successful retirement is about more than reaching the podium of financial security that enables you to make this important life change. Your quality of life in retirement will also have a great deal to do with how you live your life and why...

Gain changer

August 01, 2024 |Portfolio Advisor – Summer 2024

The federal government’s new capital gains inclusion rates mean that, in certain circumstances, Canadians will now be paying more tax on their gains from capital asset transactions. For many investors, this will be a game – and net gain – changer. Here...

Around the world in 80 seconds

August 01, 2024 |Portfolio Advisor – Summer 2024

Canada The economy continued to struggle through the first half of the year, eking out only tepid growth while the employment picture continued to deteriorate. Canadian households are showing increasing signs of financial stress, as interest rate increases...

Stagflation – what to know and four ways to mitigate its impact

October 30, 2023 |Portfolio Advisor – Fall 2023

Despite central banks’ efforts to tame it, inflation remains elevated in North America, while economic growth has begun to stall, especially in Canada. These conditions raise the threat of a sustained period of high and increasing prices and low or even...