Publications:

Client Forms:

• New client registration form
• Register for RBC Investments Online Services

The following publications are quarterly newsletters that William Vastis creates for clients and other people in the investment industry. 

• Investment Visions for Canadians - March 2004
• Investment Visions for Canadians - December 2003
• Investment Visions for Canadians - May 2003
• Investment Vision for Canadians - December 2002
• Investment Vision for Canadians - September 2002
• Investment Vision for Canadians - May 2002

Other Publications from RBC Dominion Securities and the William Vastis Wealth Management Group.  Some of these documents have been locked for client use only, however, if you are interested in viewing these documents, contact us, and a authorization will be given to you.

• Portfolio Strategy Quarterly
• Portfolio Strategy Spring 2004
• Portfolio Strategy Spring 2003
  • Volume I
  • Volume II
• Portfolio Strategy Winter 2003
• Portfolio Strategy Fall 2002
• Portfolio Strategy Summer 2002
  • Volume I
  • Volume II
• Portfolio Strategy Spring 2002
• Portfolio Strategy Winter 2002
  • Volume I
  • Volume II

• Estate Planning
  • Cottage Succession
  • Allowable Investments Under Provincial Trustee Acts
  • U.S. Estate Tax
  • Probate Fees and Use of JTWROS
  • The Family Inventory
  • Power of Attorney / Mandate
  • Wills and Will Planning Part 1
  • Wills and Will Planning Part 2
  • Wills and Will Planning Part 3
• Tax Planning
  • Tax Implications of Investing in the U.S.
  • Charitable Giving
  • Investment Holdings Companies
  • Tax Planning for the Private Investor
• The Family Education Savings Plan
• Retirement Planning
  • Retirement Savings Plan
  • Changes to Locked-In Plans in Ontario
  • The Lifelong learning Plan
  • Create RSP Contribution Room for a Minor Child By Filing a Tax Return
  • Pension Adjustment Reversal
  • The $1000 Pension Income Tax Credit
  • LRIF vs LIF
  • Fourteen Strategies to Increase Foreign Exposure Within a Registered Plan
  • In-Kind RSP Contributions - An Alternative to Cash
  • More Frequently Asked RSP Tax Questions
  • The RSP Conundrum - To Invest or Not to Invest in an RSP
  • RSP Loans - Is It Really That Simple?
  • Spousal RSP's - Are Two Incomes Better Than One?
  • Understanding RSP Deduction Limit Statement

Please note that all publications listed above use Adobe Acrobat Reader.  If you do not have the Adobe Acrobat software, click here to download.

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