Zachary Ayers, Investment Advisor RBC Dominion Securities

Zachary Ayers, Investment Advisor RBC Dominion Securities Zach will work with you to customize a financial plan that is based on your priorities and needs, al

06/24/2026

In this video, estate lawyer Christina Hassan breaks down what you need to know about trusts.

Whether you’re planning your estate, protecting assets, or just curious about how trusts work, Christina walks you through the essentials in clear, straightforward terms.

06/18/2026

Your career is thriving. Your income is climbing. So why does every bonus and raise feel like it barely moves the needle on your bank account?

It’s not just a feeling. It’s real.

You’ve been progressing your career strategically. You’ve earned every promotion, every bonus, every raise. Yet somehow, the financial win never feels quite as big as it should. You know exactly why...Taxes. More income means a steeper tax bracket, and suddenly a lot of your gains vanish before they even hit your account.

Listen to Yukio Cummings from Czechowsky, Graham and Hanevelt Chartered Professional Accountants share some ways that employees can reduce their taxes during their prime earning years.

06/15/2026

What common mistake does Daniel Cashion from Czechowsky, Graham and Hanevelt Chartered Professional Accountants see with retirees?

Dan frequently observes retirees holding assets too long while sitting on unrealized gains, rather than strategically triggering income during their lower-tax-bracket years.

Listen as he shares his thoughts and recommendations on this topic.

06/09/2026

Many people think that the heavy lifting for tax planning happens during someone's working years and are surprised by the amount of complexity and planning involved when receiving income in retirement.

With multiple income sources including RRSPs, RIFs, pensions, non-registered accounts, and TFSAs, it can be challenging to determine where to withdraw from, how much to take, and what the tax implications will be.

Watch as Daniel Cashion & Yukio Cummings from Czechowsky, Graham & Hanevelt Chartered Professional Accountants explain how they approach this planning with retirees.

05/30/2026

I've long emphasized the importance of proper estate documentation. But here's what often gets overlooked: who you choose to draft those documents matters just as much as having them at all.

The right estate lawyer can mean the difference between a flawed plan and one that actually protects your family and legacy.

In a recent conversation with Christina Hassan, we explored the critical attributes to look for when selecting an estate planning professional. Her insights are invaluable.

05/21/2026

Will vs Power of Attorney vs Personal Directive.

What are they and why do we need these documents?

Watch as Christina Hassan, Estate Lawyer at Carbert Waite LLP, articulates the differences, what they're used for and why having them matters.

05/08/2026

I recently spoke with Christina Hassan, estate lawyer at Carbert Waite LLP, to address common questions our clients ask about estate planning.

In this conversation, Christina underscored the critical importance of proper estate planning and highlighted key considerations everyone should keep in mind.

In this first video of our conversation, Christina explains why having comprehensive estate documentation is essential and outlines the potential consequences of failing to put these documents in place.

Thanks to Robert Morrow & Owen Poffenroth for their video work.

On Monday evening, Randy Fibke, Rachael Harper, Rachel Marian Coutinho & I had the privilege of welcoming Christian Chie...
05/06/2026

On Monday evening, Randy Fibke, Rachael Harper, Rachel Marian Coutinho & I had the privilege of welcoming Christian Chiera, CFA Chiara and Zach Short, CFA from RBC Global Asset Management to an event we hosted at the Silver Springs Golf & Country Club.

I have been reading Christian's articles for the past decade, so it was really cool to finally meet him in person.

Christian delivered an excellent presentation on the current state of the economy and markets, touching on key issues including the turmoil in the Middle East, AI advancements, and the economic outlooks for Canada and the US—along with reasons for optimism moving forward. Despite the complexity of these topics, Christian did an exceptional job making them digestible and engaging for all of our clients who attended.

I can't thank him enough for his time and expertise. I'm also grateful to Zach for supporting us in putting this event together.

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?And here's something to ...
04/30/2026

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?

And here's something to think about: your kids' TFSA room is building right now too. From the moment they turn 18, contribution room starts accumulating, whether they open an account or not.

Reach out if you’d like to explore what this means for your financial plan and your family.

04/21/2026

Are you getting a tax refund? Don’t let those dollars slip through your fingers!

In this quick video, I break down your strategic options so you can make informed decisions about what comes next.

Watch to discover smart, impactful ways to put your tax refund to work and strengthen your financial future.

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410/600 Crowfoot Crescent NW
Calgary, AB
T3G0B4

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