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Are Your Shareholder and Partnership Agreements COVID-19 Tested?

COVID-19 has been challenging for many businesses, as many are transitioning from survival to trying to budget and plan for success in a sustained pandemic environment..

Posted On: September 20th, 2020

Does it pay off to defer CPP payments?

CPP is a major cornerstone of retirement income for many Canadians.   Yet the decision as to when to start payments is often debated. I recently came across a new which shares that..

Posted On: September 11th, 2020

6 Ways COVID-19 has Impacted the Canadian Life Insurance Industry

When the pandemic started to pick up steam in March, I heard from many concerned insurance clients. Most clients had the same questions: Will my policy cover..

Posted On: September 1st, 2020

Estate plans can go wrong!  Find out the WHY.

When people talk about estate planning issues, in the media or in discussions with financial advisors and insurance representatives, the usual questions focus on the following..

Posted On: August 17th, 2020

Welcome Ben Legge as the newest partner to the Tall Oak Private Wealth team!

With over 27 years of industry experience, Ben has held various senior executive and portfolio management roles in the investment management industry.

Posted On: August 12th, 2020

How much money do you need when you retire?

As we have written in past articles, the most important question that those approaching, or already in, retirement want to have answered is “Am I OK?

Posted On: August 4th, 2020

3 Questions to Help Prioritize Your Insurance Needs

Last year I heard a funny gurgling sound coming from the sink.  No idea what it was, I took a walk over and noticed that water was leaking all over the floor

Posted On: July 27th, 2020

Market Update: A Pandemic Quarter

The COVID-19 global pandemic shocked life as we knew it in many ways.  We were forced to reassess daily activities that we used to take for granted.

Posted On: July 20th, 2020

How to reassess your risk tolerance in pandemic times

In this new environment, as restrictions are being lifted, we assess our behaviours daily against potential health outcomes...

Posted On: July 6th, 2020

Why Retirement is Similar to Graduation

Kind words of encouragement like: "Congratulations!", "You are free to make choices!" "The world is your oyster!", followed by cards from friends and family, and even a party to celebrate..

Posted On: June 29th, 2020

The Successful Business Owner’s Countdown to Retirement: 10, 5, Now!

Successful business owners spend much of their lives building their business. Through good years and bad ones, through success and challenges..

Posted On: June 23rd, 2020

Market Update: Has COVID-19 been more of an economic sneeze or flu?

The current economic and market environment continues to be one of the most interesting and challenging in modern history.

Posted On: June 15th, 2020

Why Haven’t Mortgage Rates Kept Pace with Low Interest Rates?

Canadians who are looking to renew their mortgages are scratching their heads wondering why mortgage rates have not come down further.

Posted On: June 9th, 2020

I’m definitely ready to retire… maybe.

Finish the following sentence: if I only had more time, I would...

Posted On: June 2nd, 2020

Wealth planning is like a trip to the grocery store – more fruitful when well planned!

Most people have an inherent desire to increase their wealth.

Posted On: May 27th, 2020

Legacy Planning: What do you want to happen when you pass away?

I was re-reading an old client note which included the following simple question: "what do you want to happen when you pass away?"

Posted On: May 19th, 2020

When Do We as a Society Return to Normal?

In this blog we want to focus on this question and for that we turn to Dr. Michelle Gelfand, a renowned cross-cultural psychologist who has extensive research experience in behavioural trends across societies.

Posted On: May 6th, 2020

Light at the end of the Quarantine Tunnel

Without any doubt, there is light at the end of the tunnel. The question that remains to be answered is how long the tunnel is?

Posted On: April 29th, 2020

COVID-19 Support For Physicians with Income Decreases by more than 30%.

In this bulletin, the Ontario Ministry of Health (Ministry) has outlined a plan to financially assist physicians whose income is down by 30% or more.

Posted On: April 28th, 2020

5 Investment Questions Received from Medical Residents

I compiled the following list of great questions I have been asked by medical residents and newly practicing physicians over the last few weeks.

Posted On: April 21st, 2020

Are Financial Supports Available for Physicians in Canada?

I woke up this morning, made my coffee and headed down to my new workspace in my basement.

Posted On: April 14th, 2020

Has COVID-19 Put my Retirement Spending in Jeopardy?

My investment statement for March 31st, 2020 came in the mail...

Posted On: April 8th, 2020

2 out of 3 Ain't Good Enough

We continue to experience heightened volatility in the market as evidenced by these current headlines...

Posted On: March 30th, 2020

This time will be different!

At Tall Oak Private Wealth of Raymond James Ltd., our Portfolio Managers have each been in the financial industry for two decades or more.

Posted On: March 18th, 2020

Market Update: Adding Oil to the Coronavirus Fire

Read Tall Oak Private Wealth's current position in the latest newsletter to our investors.

Posted On: March 10th, 2020

Market Update on investment portfolios with coronavirus spreading.

Read Tall Oak Private Wealth's current position in the latest newsletter to our investors.

Posted On: February 27th, 2020

Is it time to panic with investment portfolios given the coronavirus outbreak?

Here's our view in a newsletter to our investors.

Posted On: January 31st, 2020

Returns on stocks in 2018 were down across the board (article on The Economist website)

Posted On: January 5, 2019

Tax Flash Bulletin

Posted On: November 27, 2018

10th Annual Tall Oak Private Wealth | Raymond James Mentoring for Charity Golf Tournament

Posted On: October 20, 2018

Market Update – USMCA

Posted On: October 2, 2018

Retirement planning? “I’d rather not, thank you.”

Posted On: July 26, 2018

Retirement – or Rather 'Unretirement' Explored

Posted On: July 18, 2018

Be Careful – How You Invest Within Your Corporation Today May Reduce Your Small Business Deduction in 2019

Posted On: June 14, 2018

A Specific Look at Passive Investment Assets and Medicine Professional Corporations

Posted On: May 31, 2018

A Recap of Income Sprinkling Rules in 2018 with a Specific Look at Medicine Professional Corporations

Posted On: May 23, 2018

Get The Most out Of Your Retirement

Posted On: March 2, 2018

2018 Federal Budget Summary

Posted On: March 2, 2018

Funding your child's education through your corporation is no longer an option: Reconsider RESPs

Posted On: February 23, 2018

Retirement –Time and Money

Posted On: November 20, 2017

MoneyBall, Finance, and Statistics

Posted On: November 2, 2017

Taxation Letter to Corporations

Posted On: October 31, 2017

IPPs: Even More Important With Recent Changes

Posted On: October 1, 2017

Canada and China both believe patriotism should be the highest priority for entrepreneurs?

Posted On: October 13, 2017

A Men's Health Breakfast

Posted On: September 7, 2017

Introducing Tall Oak Private Wealth

Posted On: August 17, 2017

Information in this article is from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of the authors, Tall Oak Private Wealth, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Raymond James Ltd. is a Member Canadian Investor Protection Fund.