Ives Wealth Management of RBC Dominion Securities

06/04/2024

With the recent changes to the capital gains inclusion rates and the many questions clients have been asking, this article is very timely for all Canadians.

05/16/2024

Learn about six areas to consider when financial planning this year.

05/09/2024

Have you discussed income splitting with your spouse?

04/15/2024

04/09/2024

Interesting take, the key to real estate returns over time has been leverage. It's also an accident of where you live... folks in Saskatchewan have had a much less compelling real estate experience than those in BC.

03/28/2024

While Canadians are living longer lives, they're also coping with age-related health issues like Alzheimer's. Have you considered your family's needs for age-related caregiving? This Alzheimer's Awareness Month, learn more about how to plan for the cost of caregiving: https://www.rbcwealthmanagement.com/en-ca/insights/the-cost-of-caregiving

03/01/2024

Did you know that different types of investment income – like capital gains, dividends, and interest – are taxed differently when earned in a non-registered account? This tax season, learn how you can invest tax-efficiently in your non-registered accounts, while maximizing the tax advantages of your registered accounts like your RRSP and TFSA. Ask me for a copy of our special report, "Tax planning basics."

01/23/2024

At the start of each year, many of us set resolutions. Improving physical health – exercising more and eating better – is often high on the list. This year don't forget about your financial health. With tax season around the corner and a fresh year ahead, now is the time to prioritize your financial wellness too.

See below for financial to-dos that may improve your financial wellbeing. For more tips, contact me today.