Retirement

Predictable tax-efficient income with no risk; impossible?

06/20/2013

Let’s look at an Insured Annuity Strategy If you are an investor that is not comfortable with risk, and are currently using interest bearing investments, you have not been experiencing high rates of return. Income from these investments if...

2013 Federal Budget

by Nash Family Wealth

03/22/2013

We have attached Highlights of the 2013 Federal Budget as they pertain to the investment industry. These changes impact personal income tax measures, trusts and estates and tightens anti-avoidance measures within the current...

The Power of a Plan

by Kelly Roberts

09/17/2012

At the end of each quarter The Roberts Nash Wealth Management Group steps back to examine tactical asset allocations, as well as the current weighting of each client’s portfolio. This gives us a great chance to review how each household has...

Market Comment

by Kelly Roberts

12/04/2008

It is said that the only true constant, is change. The last 17 months has been unprecedented in the history of investments. If you’re feeling dazed, confused, and yes – a little scared – you’re not alone. The brightest minds in the world were blind...

Market Comment

by Kelly Roberts

01/03/2008

In his writings, Benjamin Graham suggested that, in order to avoid succumbing to the “noise” of the markets, you need to stick to a consistent investment process 2007 was an incredible year in the markets where we saw many cross currents and...

With Retirement Comes a Financial “Risk Zone”

by Kelly Roberts

07/07/2007

With Canada’s boomers turning 60 this year, many more Canadians than ever before are approaching the retirement stage of life and looking forward to the freedom this time of life presents. But that dream of an enjoyable and comfortable...

Manage Your Debt

by Jay Nash

08/02/2006

Those who have reached a position where they are paying down their mortgage, adding to RRSP’s, and still putting some funds aside for investment should consider this carefully. A home is a wonderful investment, but the mortgage on that home is one...

Wow, What an Exciting Year!

by Kelly Roberts

01/01/2006

As I look back I can hardly believe that it has only been 10 months since we started at Wellington West. So much has happened that it seems like a couple of years and we are very well settled in. We were very pleased in the past month to have...

Market Comment

by Kelly Roberts

05/12/2005

April was another interesting month for The Roberts Group. On a positive note, you'll find an attachment, where Wellington West has been named top brokerage firm by their advisors during 2004. This report is especially pleasing to us as...

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