Cascading Life Insurance as a Wealth Transfer Strategy
In working with affluent families, one of the key questions I commonly hear is how to transfer wealth to their children and/or grandchildren while paying the least amount of tax? Here is a strategy that allows for wealth to accumulate on a tax-sheltered basis and effectively transfer to children and/or grandchildren free of income tax […]
Health Care Consent & Advance Care Planning
Join Sarah Jones & Henry Korenblum as they discuss Health Care Consent & Advance Care Planning along with special guest Graham Webb (LL.B & LL.M) of the Advocacy Centre for the Elderly. Health Care Consent & Advance Care Planning from Rosedale Family Office on Vimeo.
The Love Letter – June 2020
Strong body armour enhances dividend sustainability for Canadian banks Heading into a pivotal earnings week, the Canadian bank subsector of the S&P/TSX Composite Index had declined 24% since the beginning of the year, vastly underperforming the overall Canadian stock market’s year-to-date decline of 11% (to May 22). Lower net interest margins, higher expected loan losses, […]
Alternative Investing with Guest Derek Jenkin
How have we outperformed during the recent market crash? Hosted by Noah Djurfeldt, Investment Advisor Join Portfolio Manager Himalaya Jain CFA, and Investment Advisor Ian Love CFA, as they chat about which Alternative Investments they like and why. Special guest Derek Jenkin, Managing partner for Romspen Mortgage Investment Fund will join us for an enlightened […]
Rosedale Family Office Tax & Estate Planning Webinar with Gord Love, Henry Korenblum and Sarah Jones
The Love Letter – May 2020
The road trip is cancelled, but the roadmap is intact Normally at this time of year, Himalaya and one or more of his sons set out on a 3,500km roundtrip journey to Omaha, Nebraska to attend the annual general meeting of Berkshire Hathaway (this year’s meeting is being held Saturday May 2). Due to COVID-19, […]
Uncertainty can be paralyzing, it helps to have a plan
The Love Letter – April 2020
The risk and opportunity of investing in Canadian banks A foreigner visiting a Canadian city for the first time could tell a lot about us by standing at any major intersection. Tim Horton’s would occupy one corner, on the second could be a Shoppers Drug Mart or gas station or LCBO, and the remaining two […]
Finding Buys in Banks and Tech
Himalaya Jain, Senior Investment Advisor and Portfolio Manager at Wellington-Altus Private Wealth Inc., The Rosedale Group, says there are too many uncertainties to go on a buying spree, but he is finding opportunities in Canadian banks and big U.S. tech stocks. While he believes the earnings and economic downtown are not fully priced into the […]
Financial Implications Announced by The Canadian Government
These are extraordinary times that require extraordinary measures to help our country navigate the financial pressures resulting from the economic climate. The Federal Government announced today measures to help Canadian individuals and business owners cope with the fallout from COVID-19. It is important to understand that most of the measures announced are payment deferrals and […]