Don’t miss out on these more obscure tax deductions
March 18, 2024 – Sean Hsu, Senior Tax Specialist, says that while many Canadians know common tax deductions, they may not be aware of more obscure – and potentially lucrative – deductions.
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ESG disclosure working its way into private markets
March 11, 2024 – Discussing ESG disclosure, Francis Sabourin, Portfolio Manager with Richardson Wealth, mentions that “In addition to investors, regulators may have a role in improving transparency by helping to standardize ESG data in private markets.”
How investing small sums in her teens gave this advisor a financial edge later in life
March 14, 2024 – Ida Khajadourian shares her personal journey from early entrepreneurial ventures to seasoned investment expertise. Her story underscores the power of early saving, the importance of disciplined selling, and the wisdom in taking calculated risks.
Welcome to the world of gold
March 11, 2024. Market Ethos. Gold vs gold stocks? There is no simple answer to this often-asked question. The price of gold has taken off, yet the price of gold stocks has lagged. This divergence has become rather extreme.
Tax planning…don’t wait until it’s too late!
March 11, 2024 – Lynn MacNeil writes about “intermediate” tax planning strategies for The Montrealer, noting there are big and little tax strategies which can be maximized but are often missed.
New COO tackles ambitious goals
March 12, 2024 – Dave Kelly discusses his role as COO at Richardson Wealth and our ambitious goals: $100 billion in AUA and 50% female advisors by 2027.
‘“We’ve now put the blocks in place where the business scales very quickly.”
RF Capital Reports AUA of $36.2 Billion for February 2024 and Welcomes New Advisor in Winnipeg
RF Capital Group Inc. reports preliminary month-end assets under administration (AUA) of $36.2 billion as of February 29, 2024, up $0.4 billion or 1.1% from last month.
RF Capital Reports Fourth Quarter and Fiscal 2023 Results
RF Capital Group Inc. reports revenue of $351 million in fiscal year 2023. Revenue was supported by AUA of $35.2 billion at December 31, 2023, which was up $288 million from the prior year.
Looking for yield in all the right places
February 26, 2024. Market Ethos. Which is best: cash, GICs or bonds?
Higher yields, from cash, to GICs, to bonds, even to dividend-paying equities has created perhaps one of the most recurring questions of the past year.