Welcome to our blog, where we provide valuable insights and expertise to help you make informed financial decisions.


Our team of experienced experts bring you the latest news and trends in the world of finance, along with practical advice on topics such as investment strategies, retirement planning, and tax optimization. Our goal is to empower you to achieve your financial objectives and secure your future.

Recent Posts

The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Dec 18, 2024 | Rachel Battaglia, Robert Hogue and Cynthia Leach

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

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U.S. productivity renaissance

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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7 Options For Exiting Your Business

September 09, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Selling a business can be a complex and emotional process. It's not just about finding a buyer and signing a contract. There are a variety of options available and it's important for business owners to carefully consider their choices.

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Leaving Money To Family? What You Need to Know

July 12, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

While estate planning traditionally focuses on transferring assets after death, there are also several options available for transferring money to family members while you're still alive.

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The 3 Questions Retirees Should Be Asking

July 10, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Are you wondering how to make the most of your savings and investments and gain more financial clarity and confidence in retirement? If so, it’s crucial you shift your perspective from focusing only on your investment returns.

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Debt in Retirement: What you Need to Know

June 14, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Debt can be a significant financial burden at any stage of life, but it can be particularly challenging in retirement when income is typically fixed.

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What Age Should You Retire

June 13, 2023 |Ross Hodgson, B.Comm, MBA, CIM ®|Investment Advisor|RBC Dominion Securities

Retirement age is a decision that many people find difficult to make. After all, it can be hard to know when it's the right time to step away from your career and start enjoying your golden years.

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Building a Family Legacy: How to Make Your Mark on Future Generations

June 09, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

When people think of leaving a legacy, they often focus on passing down wealth to their children and grandchildren. While that is certainly one way to leave a lasting impact, there are other ways to build a legacy that goes beyond financial assets.

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7 Mistakes Retirees Make When Planning for Retirement

June 07, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

Retirement is a major life event that requires careful planning and preparation. Unfortunately, many retirees make mistakes that can have a negative impact on their finances and quality of life.

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Selling Your Business? The Secrets of What Buyers Want

June 07, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

It's important to understand what buyers are looking for in a potential acquisition. While each buyer may have their own specific criteria and priorities, there are several common factors that most buyers look for when evaluating a business.

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AOS Clawback: What You Need to Know

June 05, 2023 |Ross Hodgson, B.Comm, MBA, CIM ® | Investment Advisor | RBC Dominion Securities

From income thresholds to smart strategies, arm yourself with key insights to safeguard your retirement income and maximize you AOS benefit.

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At What Age Should You Convert Your RRSPs to a RRIF?

May 26, 2023 |Ross Hodgson | B.Comm, MBA, CIM ®| Investment Advisor | RBC Dominion Securities

As you transition into retirement, you may be wondering when the best time is to convert your RRSPs to a RRIF. The optimal time for you will depend on a variety of personal factors.

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