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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The Big Picture - Expect more currency volatility
September 02, 2016 • The Big Picture
Market participants survived considerable bouts of volatility during the financial crisis of 2008-09 as virtually every type of security saw wide swings in value on a seemingly ongoing basis. Not surprisingly, the world’s currencies also suffered dramatic fluctuations during this period. However, since that time, the Canadian dollar has continued to experience recurring, exaggerated moves in pricing against its U.S. counterpart.
Read more…
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