Lakeshore Advisory Group of RBC Dominion Securities Inc.

04/07/2023

Have you integrated an optimized CPP & OAS strategy into your retirement income planning? If not, ask for a second opinion at [email protected]

The decision on when to apply for CPP becomes clearer when you think of it as an investment, not income, says Jason Heath. Find out more.

04/05/2023

Creating a Will at any age can help prevent unnecessary stress on your loved ones. Many individuals assume that their estate will pass to their spouse without a Will. But the reality is - in Canada, if you don't have a Will, the laws in your province or territory will determine how your estate is divided. For service, or support in this regard, please email me [email protected]

Creating a Will at any age can help prevent unnecessary stress on your loved ones.

04/05/2023

The (new) 10-Minute Take podcast from RBC Economics will explain (in simple terms) what the latest economic data means and why you should care. It’s everything you wanted to know but were too shy to ask — in less than 10 minutes.” Listen on Apple Podcast, Google Podcasts, Spotify, Sound Cloud, or click here

Macroeconomics for everybody! The (new) 10-Minute Take podcast from RBC Economics will explain (in simple terms) what the latest economic data means and why you should care. It's everything you wante

04/04/2023

Effective May 1, 2023, Oakville Transit will be fare-free for youth 13-19 and seniors 65+. Customers who wish to take advantage of free transit must travel with a valid PRESTO card and tap on when boarding the bus. Learn more here https://www.oakville.ca/town-hall/news-notices/2023-news-releases-archive/youth-and-seniors-ride-oakville-transit-for-free-starting-may-1-2023/

04/04/2023

Economic volatility can make investors uncertain about what to do with their portfolios. But careful planning can help deliver growth amid the chaos. For professional advice and expertise, email me at [email protected] Learn more here https://www.rbcwealthmanagement.com/en-eu/insights/how-to-navigate-volatility-and-grow-your-investment-portfolio

04/02/2023

On average, women in Canada live to 84 and outlive men by 4 years. Age-friendly communities can help you age at home and live independently. Click on the link to watch this great 3-minute video https://ca.rbcwealthmanagement.com/lakeshoreadvisorygroup/blog/3638748-Community-living-as-we-age

04/02/2023

First Home Savings Account (FHSA) is now available to be opened! For more information read our FHSA blog here
https://ca.rbcwealthmanagement.com/lakeshoreadvisorygroup/blog/3620897-
For service, email me at [email protected]

A registered account to help more Canadians enter the housing market

04/01/2023

Canada’s new First Home Savings Account (FHSA) takes effect April 1.
Learn more here https://ca.rbcwealthmanagement.com/lakeshoreadvisorygroup/fhsa

03/31/2023

In Canada, most of our income is subject to at least some tax. The Canadian tax system is based on progressive tax rates, which means the tax rate goes up as income goes up. Your marginal tax rate is the rate at which additional dollars earned will be taxed at. You don’t pay your marginal rate on all of your income. You only pay the rate that applies to the amount of income you have in each bracket, or at each step. Your average tax rate refers to the amount of tax you pay in a year, relative to your total income. For service, or support, email me at [email protected]
Learn more here https://ca.rbcwealthmanagement.com/lakeshoreadvisorygroup/blog/3697728-Lets-talk-tax

03/30/2023

We analyze the latest proposed federal budget measures, and the effect they may have on you.

03/29/2023

Do you have a trusted contact person? This 15 minute podcast covers the difference between a trusted contact person and power of attorney, and why you should have both. After review, for support, or service, email me at [email protected]

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

03/29/2023

Should older retirees trust their financial judgment? "....be prepared to rely more on a trusted financial adviser." For professional management, service and support, contact me at [email protected]