Roberts Nash Advisory Group

Diane Nash

History

Articles

  • Recently a few of our clients met with one of our National Bank partners, Cameron Moses, to consider establishing a mortgage or loan with National Bank. “So what?” you might say, all banks offer mortgages and loans. This is true. What...

  • To help with your 2015 tax filing we have attached a guide outlining the mailing deadlines for various slips you may receive (page 4). This guide also provides an excellent description of the slips, and the information that they contain. Complete...

  • With Canada's 2016 Federal Budget looming, we consider what tax measures our new government might have in store for us. Full Article courtesy of PWC Tax Insights.  

  • With low interest rates and delining yields, many Canadians have been searching for fixed income alternatives, or a way to regain stabiilty in the future value of their portfolios.  The attached article from Sun Life Insurance Company is for...

  •   In a recent survey from Franklin Templeton Investments about retirement expectations, 68% of respondents said they felt stressed thinking about retirement. The survey also showed that having a written plan makes them feel 40% better about...

  • Since the dawn of the TFSA, the Roberts Nash Advisory Group has used a strategy to maximize our clients’ wealth by withdrawing assets from a RRIF (more than the needed and based on a financial plan) and contributing to the TFSA.  Recently Rob...

  • Garry Marr of the Financial Post presented an article on the proposed changes to the current RRIF factor for payments to Canadians.  While some may argue that this in only deferring the inevitable, they present a strong case for the...

  •   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...

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  • Nancy Woods, The Globe and Mail, published a great article at the end of November.  For those that missed it, here is the link.  The end of the year is a time to review all the details of your personal finances- ensuring you have completed...

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