2023

RF Capital Reports AUA of $35.1 Billion for November 2023 and Welcomes Two Advisor Teams

RF Capital Group Inc. reports preliminary month-end assets under administration (AUA) of $35.1 billion as of November 30, 2023.

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Company news

2023

Solving home bias when investing isn’t simple, but there are strategies to overcome it

December 3, 2023 - Andrew Feindel writes that examining the psychology behind home bias may help position a portfolio for success.

1 minute read

2023

Know when to take a loss

November 23, 2023 - Joelle Hall writes that tax-loss selling can reduce tax paid on capital gains to trigger capital losses from non-registered investments.

1 minute read

2023

Convertible bond issues rebound with large firms seeking to raise capital

October 31, 2023 - Diana Orlic: Amid higher interest rates, convertible bonds offer companies a cheaper way to raise capital because of their lower coupons,…

1 minute read

2023

How inflation impacts insurance planning for physician clients

October 20, 2023 - Joseph Bakish discusses the importance of insurance planning for physician clients: “Given the purpose of the coverage is to mitigate the…

1 minute read

2023

Challenges ahead for retail-focused digital alts platform, says veteran advisor

October 13, 2023 - Francis Sabourin is pleased to see the launch of a new online platform to access alternative investments in Canada.

1 minute read

2023

Insurance: The secret tool affluent people use for wealth building

September 25, 2023 - Joelle Hall explains to Ottawa Business Journal that despite being thought of as a necessary evil, insurance can actually be a…

1 minute read