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

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 generate tax-slips for income. 2) The T-3 summarizes income earned through a Trust...  Continue reading...

T5008 Tax form Explained

You may have received in the mail, a very official-looking tax slip called a T5008.  Many people mistakenly enter this information into their favorite tax-software or provide it to their accountant without entering or providing the proper supporting documentation to establish the correct cost-base for the investment sold.  This can...  Continue reading...

2016 US Election Commentary

Here are some very insightful comments and a very revealing graph relating to US Presidential Elections and their relatively limited impact on the stock market over time. Of course, there will always be those who say ‘but it’s different this time’.  I’m not in that camp.  Have a read and...  Continue reading...

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