Effective January 1, 2015, new probate filing rules took effect for Ontario estates. This information is important for clients who are, or will be, executors of Ontario estates.
What is probate?
Probate is a process that authorizes an...
Early in our lives, we create a will at one of the first material changes – marriage, birth of a child, purchase of our first home. As we age, our ideas and needs of what should happen at our deaths evolves. Further, the...
In trying to predict the future direction of equity markets and the economy, population demographics play a central role. This article does a great job of describing the current situation in the United States. It provides context to many of...
We do not give legal or tax advice. However, we have been asked this question from a client and thought it was worthwhile to publish the answer for general information.
The protection of a taxpayer’s RRSP against potential...
If you are a Canadian resident who owns US real estate, learn about your potential estate tax liability and how to reduce it. This report is courtesy of PWC Tax Insights (for information purposes only).
Read this Tax Insights for more details.
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...
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...
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...
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...
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...
