Nash Family Wealth
In this low interest rate environment, everybody is looking for the best return while taking the lowest amount of risk possible. It is important to navigate the waters of financial markets, and we at the Roberts Nash Advisory Group are...
Martin Lefebvre, CIO and Strategist Risk-on was the theme all through the month and March was a textbook example of the importance of focusing on long-term objectives and not submitting to panic. Investors who stayed the course were rewarded with a...
Stefane Marion, Chief Economist & Strategist After a very rocky start to 2016, the S&P/TSX has made a dramatic comeback through the first quarter with a 4.5% total return performance. With economic surprises turning positive for the first...
Highlights Individuals 1. Sales of Linked Notes 2. Taxation of Switch Fund Shares 3. Restoring the Eligibility Ages of the Old Age Security Program 4. Income Splitting Credit for Couples with a Child 5. Labour-Sponsored Venture Capital...
Martin Lefebvre, CIO and Strategist While we are aware of the risks underpinning global markets as well as the fears regarding a growth slowdown, we think stocks will outperform bonds in the medium to long term. The decrease in volatility from last...
We are very proud of the work our partner Jay Nash has done to continually elevate the region's squash community and the Nash Cup. Recognition of this achievement at the Canadian Sports Tourism Alliance Awards is a testament to the...
Martin Lefebvre, CIO and Strategist, National Bank We think markets are currently over-emphasizing bearish indicators and short-term news while ignoring the rest of the global environment. As such, there now seems to be a growing disconnect between...
Expectations were pretty conservative at the start of the Q4 2015 earnings season with a 7.3% earnings drop expected by the bottom-up consensus of equity analysts. About 15% of S&P 500 constituents have reported their Q4 2015 so far and...
Owning US securities US family members in the Canadian family-owned business Canadians transferred to the US US estate tax exposure for US citizens living in Canada Canadians living in the United States US estate tax exposure for Canadians In...
PWC has updated their piece which is worth reviewing if you own real US property. Tax Insights