Ross Hodgson, Investment Advisor of RBC Dominion Securities Inc.

Ross Hodgson, Investment Advisor of RBC Dominion Securities Inc. We help you avoid costly mistakes and reach goals faster and easier gaining financial security

Do you sometimes wonder how best to protect your wealth and transfer assets to family and beneficiaries in the most tax ...
10/17/2023

Do you sometimes wonder how best to protect your wealth and transfer assets to family and beneficiaries in the most tax efficient way possible?

Join us for a live virtual discussion where we'll give you proven strategies and insights and share:

- When having 2 Wills can help save you taxes
- Different trust structures and unique benefits
- The importance of Shareholder Agreements
- How Powers of Attorney can save time and
money

And much more!

Gain more confidence and peace of mind in your financial future.

This is a session you won't want to miss!

Space is limited. Follow the link below to register >>>

https://app.rbcsmb.com/aGJica

10/05/2023

Will IA replace traditional portfolio management and securities selection?

I doubt it..

Active management will still be required to navigate all of the change and disruption brought on by AI.

AI has the opportunity for investment professionals to become even better at what we do as AI is going to be an augmentation tool, not a replacement tool...

What do you think?

www.rosshodgson.com

Is inflation subsiding? How are the fluctuating interest rates affecting the economy – and how will that affect you? Joi...
10/04/2023

Is inflation subsiding?

How are the fluctuating interest rates affecting the economy – and how will that affect you?

Join our Chief Economist, David-Alexandre Brassard along with Sean Killin, Associate Portfolio Advisor, Multi-Asset Strategy at RBC Wealth Management, for the Separating Fact from Fiction: Inflation and Interest Rates webinar on October 5, 2023. Register today:

https://app.rbcsmb.com/aV_oAZ
https://ow.ly/IXGl50PLLxA

www.rosshodgson.com

10/03/2023

Business Succession Series:

Are you exploring exit strategies for your business?

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 you understand and carefully consider your choices.

Each path has its own unique benefits and challenges.

Learn more here >> https://ca.rbcwealthmanagement.com/ross.hodgson/blog/3780695-7-options-for-exiting-your-business

www.rosshodgson.com

09/14/2023

Business Succession Series:

You've invested a significant amount of time and energy into building your business.

When the time comes to sell, you want to ensure that you get the maximum sale price possible.

However, achieving this goal requires careful planning and ex*****on.

www.rosshodgson.com

09/13/2023

Three years ago 10-Year US Treasury Rates averaged less than 1%. Today they are yielding over 4.25% and investment grade corporate bonds are yielding in the 5-6% range.

With rates now above their long-term historical average and leading economic indicators showing a slowing economy there could be pressure on global rates in the coming quarters.

This could translate into an excellent opportunity for fixed income investors and significantly improved longer-term return outlook than just a couple years ago.

Make sure your advisor is discussing this opportunity with you and how they are taking advantage of significantly higher yields across the fixed income market.

If you would like to discuss how to take advantage of higher yields and financial planning strategies for your individual situation, reach out today to schedule a short complementary consultation.

Ross Hodgson
[email protected]
519-505-7804
[email protected]" rel="ugc" target="_blank">[email protected]

09/12/2023

When speaking with prospective and new clients I frequently get asked common questions like:

1. What exactly is a full service investment dealer?

2. How is a full service investment dealer different than a bank?

3. What types of financial planning services do you provide?

4. What is your approach to financial planning?

5. How do you communicate with clients?

6. How do you charge for your services?

7. How do you work with my existing professionals such as my accountant?

To help answer your common questions, I've created a handy Q & A page.

Check it out right here >>

https://ca.rbcwealthmanagement.com/ross.hodgson/frequently-asked-questions

09/11/2023

Charities may take the biggest hit from tax changes set to apply as of Jan.1, 2024.

Upcoming changes to the alternative minimum tax (AMT) system could have a major impact on large charitable donations, which are often made via a gift of appreciated securities.

You may want to consider giving as much as possible this year (2023) if you want to maximize your tax benefit.

The changes will not only impact high-income earners, but also Canadians who have once-in-a-lifetime gain on the sale of a business or a vacation property.

Read more >>

09/08/2023

Electronic payments are on the rise.

An increasing number of governments are thinking about launching digital versions of their currencies.

Central bank digital currencies (CBDCs) in theory offer faster and cheaper payments....

Central bank digital currencies are likely to be adopted by an increasing number of countries.....

Nations with a high percentage of electronic payments may find it easier to introduce some form of a digital currencies.

These countries or others may realize the efficiency potential of central bank digital currency in a secure format.

www.rosshodgson.com

Read more >>

09/07/2023

Retirement Series:

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.

In this article, I explore some of the factors that can help you determine when to retire.

www.rosshodgson.com

09/06/2023

Business Succession Planning Series:

Succession planning is a critical aspect of a business owner's long-term strategy.

Many business owners make mistakes when planning for succession, which can have significant financial and operational consequences.

Business owners who do not have a plan may find themselves exposed to unexpected tax liabilities, legal challenges, or operational disruptions.

Succession planning is a critical aspect of a business owner's long-term strategy and those who avoid these top three mistakes can develop effective succession plans that ensure the continuity and success of their businesses.


www.rosshodgson.com

09/05/2023

With steep real estate prices and high costs of living, it's harder than ever for Canadians to buy their first home. Contact me today so we can help your children get on the property ladder – without compromising your own financial future.

Address

95 King Street South/3rd Floor
Waterloo, ON
N2J5A2

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