16 January, 2019 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

20 June, 2018 Financial Planning Investment Services Retirement

Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....

16 February, 2018 Financial Planning Investment Services Total Client Experience

Wealth Professional Article

Robert Roby’s relationships with his clients transcend the normal client bond, allowing him to become one of the best advisors in the country....

07 June, 2017 Financial Planning Investment Services

Are You Getting the Wool Pulled over your Eyes?

Rarely does a day go by when we don’t’ hear so-called “investment experts” pontificating about getting in and out of the markets as if they have some kind of superpowers that can make the correct calls on a consistent basis....

08 September, 2016 Financial Planning Investment Services

A Record Breaking Bull Market? Not Really! Get Ready for the Bear.

A bull stock market is everyone’s favorite animal until the bear shows up and creates havoc, especially for those investors who treat the market like a casino. So, how does this stock market run compare to the Bull markets of the past and what we can...

24 June, 2016 Financial Planning Investment Services

The Exit of Britain from the EU. Folly or Brilliant?

The British have once again stood their ground, and have voted for sovereignty control from what they feel is an oppressive European Union and for this I congratulate them. Perhaps, this is just the beginning, as Sweden ,Scotland , France and others have...

16 June, 2016 Financial Planning Investment Services

Opportunity Knocks one last time in 2016; Tax Sheltering Strategies not to be missed!

The Federal Government has passed into law certain changes to Universal Life (UL) Insurance Policies that will significantly curtail the amount of money that can be invested and tax sheltered within these policies. Robert Roby and Betty-Anne Howard had...