White Papers & Articles

Investing

The Prudent Investor

by Randy Perram

California Dreamin'

What you need to know before buying real estate in the United States.
by Randy Perram, Alternative Trends Magazine October 2007

In the Investment Race, Who Wins... the Tortoise or the Hare?

by Randy Perram, Alternative Trends Magazine March 2007

The Ten Most Common Mistakes Affluent Investors Make and How to Avoid Them

by James P. Owen

Family

The Family Wealth Management Guide

by RBC Dominion Securities

The Family Inventory

by RBC Dominion Securities

Staying On Course: Separation, Divorce and your Finances

by RBC Dominion Securities

 

Business

Investment Holding Companies

by RBC Dominion Securities

Business Succession

by Randy Perram

To incorporate or not? ...that is the question

by Randy Perram

Retirement

How to Invest for Retirement Without Cracking Your Nest Egg

by Randy Perram, Alternative Trends Magazine July 2007

Retirement Checklist

by RBC Dominion Securities

RRSP Maturity Options

by RBC Dominion Securities

Early Retirement and Your Options

by RBC Dominion Securities

Individual Pension Plans or IPP's Powerpoint

by RBC Dominion Securities

What are Individual Pension Plans?

by RBC Dominion Securities

Achieving the Dream of Early Retirement

by Randy Perram

Locked-in Plans and Your Options

by RBC Dominion Securities

Tax

Tax Planning for the Private Investor

by RBC Dominion Securities

Tax Implications of Investing in the United States

by RBC Dominion Securities

Charitable Gift Program

by RBC Dominion Securities

Will & Estate

Wills & Will Planning

by RBC Dominion Securities

Power of Attorney

by RBC Dominion Securities

Five Steps To Creating Your Estate Plan

by Randy Perram

When Does an Estate Freeze Make Sense?

by Randy Perram