Stephen Roos Senior Investment Advisor at Mandeville Private Client Inc.
6384 Fortune Drive, Unit 1 K1C 1Y9 Orleans, ON, Canada

Tax planning can be done as a couple. This means income splitting, which is the idea of moving taxable income from the hands of one spouse to the other who will pay tax at a lower rate.

The Canadian economy is showing signs of a fragile rebound as provinces ease lock-down restrictions, suggesting that the worst of the damage inflicted by the COVID-19 pandemic is over provided that the outbreak is contained in the months ahead.

Office update: We will be extending our office closure period beyond March 30th. The office will remain closed until further notice. We will be available if you need us by phone or email to process trades or provide information during the shutdown. Talk soon and stay safe!

The best thing you can do for your finances right now is to keep calm and carry on.

Successful investors know that volatility is part of the process on Wall Street. Instead of fearing volatility, they have learned to plan for it and actually embrace it.

Tax changes, new RRSP rules: Heres what to watch out for in 2020

TD Ameritrade research found that 13% of people are supporting a parent, including a sobering 19% of millennials. Heres how you can help aging parents without putting your own retirement in jeopardy.

Here are some tax tips that, as an employee, you should consider before year-end that could keep more money in your pocket.

Serina Bird is frugal to a fault. And it's enriched her life in more ways than one. Penny pinching has not only turned the former single mom into a millionaire, it's brought more joy into her life.

China's total number of venture-backed companies with valuations over $1 billion now tops the U.S.'s, but there is trouble around the corner.

Sellers are holding the upper hand in many cities as Canadas housing markets continue to rebound.

While the Dow and the S&P 500 typically notch their biggest gains in the fourth quarter, a strong showing this year is going to be difficult.

Central banks are getting closer to issuing their own digital currencies. If they do, the dollar might finally face real competition as the world's dominant currency.

Its been a little more than a decade since the former federal Conservative government introduced the tax-free savings account (TFSA) as a financial planning tool to help Canadians increase their net worth.

The Wall Street Journal asked five executives what their top financial tips are for young people starting out in their careers. Here's what they said.

Seemingly unrelated areas of the market are trading in the same direction more frequently than normal, a trend that some investors say is contributing to recent volatility and could drive more fluctuations in the future.

Recent moves by provincial governments and educational trends suggest students will increasingly be able to develop financial skills in Canadian classrooms.

Most retirees are managing well financially but take note of these extra expenses when planning: http://bit.ly/1S17BXA

Does money buy happiness? Cambridge University researchers find link between spending and personality: http://ti.me/1qac2b2

TFSA or RSP https://n.ptsm.us/3GWlMP

For the many millennials who feel overwhelmed by the cost of children, but want to start a family in the next few years, blogger Bridget Eastgaard discusses 5 ways to prepare: http://bit.ly/1Ny6jQv

Real estate reality check overbuilding is on the rise in these Canadian markets: http://bit.ly/1lTSyoU

Cold weather isn't all bad - @carriekirby lists 6 luxe travel spots that are cheaper in winter:

The prospect of saving for retirement can be a daunting one; HollisWealth helps you get it right.

Our annual Client appreciation event is filling up fast! If you have not reserved a spot for you and a guest, please call or email Cathy as soon as possible! On Wednesday October 7, 2015 at 7pm we will be hosting our annual client appreciation night at the Shenkman Arts Center on Centrum Blvd. By popular demand, we will be doing a traditional Casino night. For those who have not attended before, we will be giving out play money to gamble with but awarding real prizes at the end of the night. We will also have door prizes, light refreshments and beverages. Come out and have some fun. Space is limited so please RSVP to Cathy Crowe at 613 830 7777 or [email protected].