Roberts Nash Advisory Group

Nash Family Wealth

History

Articles

  • This guide has been prepared by National Bank Financial – Wealth Management (“NBFWM”) to present the various tax slips and information reports you may receive from us. You will find information regarding government tax slips and associated summaries...

  • While some single securities do appear to be under the spell of speculation, the purpose of this report is to show that the overall condition of the market may be better than at first glance.  Our intent is not to be complacent nor to say "this...

  • Believe it or not, 2020 was nothing more than an "average" year. The annual performance of a traditional 60% stock/40% bond portfolio is within one percentage point of its yearly average over the last 30 years.  Naturally, beyond this...

  • The Fall Economic Statement was on the beefier side, providing welcomed updated on existing programs, announcing some targeted new measures and glagging the government's desire to provide even more stimulus once the virus has been brought to...

  • With the possibility of travel happening we have some FAQs from Manulife on their new travel insurance that includes limited coverage for COVID-19.   Manuilfe's COVID-19 Pandemic Travel Plan FAQs  Product Matters    If you...

  • PWC recently published resources to help individuals and owner-managed businesses save tax. It has checklists and a helpful outline of what's new in the world of Canadian tax   Year-end Tax Planner - 2020

  • The economic and stock market recovery will remain tenuous until a more permanent solution to COVID-19 becomes apparent. This has been our message for several months and today was a symptomatic display of that fragility. Furthermore, the measures...

  • Should Trump pull off a surprise victory, his second term would likely be spent continuing to pursue his first-term priorities.  These include further deregulation, lower taxes, appointing more conservative judges, protectionist trade policies...

  • The latest information capsule in which Stéfane Marion, Chief Economist and Strategist at National Bank, and Martin Gagnon, Executive Vice-President, Wealth Management, continue to share their views on the current economic situation, can be...

  • In general, stock market pullbacks can easily be associated to a specific trigger, often of geopolitical and/or economic nature. This time, it seems to be mainly the result of abnormal speculative activity, especially evident in the technology...

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