Rob Torrance
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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The bottom line is the finish line
September 24, 2016 • Investment Planning
Market volatility can rattle even the most seasoned investors – especially when linked to headline-grabbing world events. Here are some approaches to help you stay focused – and on track to meet your goals. Read more…
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7 ways to split income – and pay less tax
September 24, 2016 • Tax Planning
The 2016 federal budget may have eliminated the Family Tax Cut, but there are still a number of ways to transfer income within your family and save on taxes. Take a look at these seven income-splitting strategies. Read more…
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Is a spousal RRSP still valuable?
September 24, 2016 • Financial Planning
Is a spousal RRSP still valuable? Read more…
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Living trusts – not only for the rich and famous
September 24, 2016 • Estate Planning
Do you think trusts only benefit the ultra-wealthy? Think again. Whether you’re looking to pass on your business, transfer property, or leave something to charity, a trust can be a useful tool – even to those of modest net worth. Here are some examples. Read more…
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Life is different for Generation Y
September 24, 2016 • Lifestyle
From employment issues to out-of-reach home ownership, Generation Y – those born between 1980 and 2000 – face a number of financial obstacles that previous generations did not. Here are some options parents can explore with millennials to help them overcome these challenges. Read more…
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Annuity on the horizon? You may want to buy now
September 24, 2016 • Insurance Planning
Annuity on the horizon? You may want to lock in preferential tax treatment now. Read more…
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