Blog

At Rothenberg Capital Management, we are proud and grateful for the trust our clients put in us. We believe there are many reasons that we have earned their trust and would like to share them with you. First, as our clients know, we treat $10,000 with the same importance as one million. Our approach is […]

  These 4-Rs will help you stay on track to reaching your investment goals!   It’s the beginning of a New Year and your investments should be a top priority in achieving financial success! Although your investment goals are important and long term, they should be looked over regularly to help address any changes in […]

There’s reason for investor optimism in 2018 — as long as it’s tempered with caution. That message comes from Nigel Green, founder and chief executive of deVere Group. It is also part of the optimism of Rothenberg Capital Management. While we are positive about 2018, our investors need to keep an eye on several key […]

Pension income splitting — Those who receive a pension may be eligible to split up to 50% of eligible pension income with a spouse Guaranteed income supplement — If you received the guaranteed income supplement or allowance benefits under the old age security program, you can renew the benefit by filing by the deadline. Registered retirement savings plan (RRSP) — […]

  Tax Free Savings Accounts You’ve heard about the TFSA but what is it? Well, first of all it’s not just a savings account. Think of a tax-free savings account (TFSA) as a basket. You can put a number of financial instruments in that Self Directed basket – guaranteed investment certificates, stocks, bonds, mutual funds, […]

  The Annual Pension Income Tax Credit.   The pension income amount allows a taxpayer to claim a federal non-refundable tax credit on up to $2,000 of eligible pension income. There are also provincial pension income amounts. By claiming it you will receive the first $2,000 of pension income on a tax-free basis, but only […]

Statistics Canada says the average age of retirement climbed to 63 in 2015. You might want to buy yourself the freedom to stop working — or at least quit your current career — at 58, 55 or even earlier! There are many aspects to early retirement – where to live, lifestyle, hobbies, health but a lot […]

Those who are not yet retired can only imagine what life will be like after work. The vision of carefree days, with no boss or alarm clock, is very clear for some—they see themselves traveling around the world, writing the great American novel, or relaxing with family. Others just hold a vague notion that life […]

Pension splitting rules may benefit taxpayers, especially those aged 65 or older. Since 2007, a taxpayer who has reported certain income on their tax return has been able to elect to take a deduction for up to 50% of this amount and have his or her spouse (or common-law partner; we’ll refer to both as […]