Welcome! I'm Robert.

My focus is on the unique and complex investment advice requirements of Alberta entrepreneurs and their families.

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

2018 Federal Budget Tax Highlights

The 2018 Federal budget is out, the attached summary highlights the much anticipated tax changes for private corporations holding passive investments, as well as other tax measures. http://atb.com/investing/investu/pages/tax-highlights-from-the-2018-federal-budget.aspx If you think any of these changes might impact you, let us know how we can help.  Continue reading...

It’s RRSP time again, Don’t miss out on tax savings for 2017

Attached are the limits and calculations you will need to make the most of your RRSP and TFSA available room. If the link doesn’t work, please copy and paste the address below; http://www.atb.com/investing/investu/Pages/rrsp-deadline-tfsa-updates-for-2018.aspx      Continue reading...

T-3 and T-5 tax slips are hitting mailboxes

With T-3 and T-5 slips starting to arrive in mailboxes this week, I thought I should clarify a few points; 1) These slips are issued for non-registered accounts only.  Registered accounts (RSP, TFSA, RESP, etc.) do not generally generate tax-slips for income. 2) The T-3 summarizes income earned through a...  Continue reading...

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