RBC Dominion Securities Inc.
The
R a e R e p o rt
A Newsletter for the Friends and Clients of Alan Rae
ALAN RAE WEALTH MANAGEMENT PROCESS: HELPING TO SIMPLIFY OUR CLIENTS’ LIVES | DECEMBER 2012
Alan Receives the
Diamond Jubilee Medal
We are very pleased to
announce that Alan
Alan Rae
Vice President & Director,
Investment Advisor
Phone: 604-665-0666
E-mail: [email protected]
Toll free: 1-877-718-3026
Fax: 604-718-3050
www.alanrae.com
RBC Dominion Securities Inc.
#401-5811 Cooney Road
Richmond, BC V6X 3M1
ALAN RAE
34 years
in
wealth
management
has been selected to
receive the Diamond
Jubilee Medal. This new
commemorative medal
was created to mark
the 2012 celebrations
of the 60th anniversary
of her Majesty Queen
Elizabeth II’s accession
to the Throne as Queen
of Canada. The Queen
Elizabeth II Diamond Jubilee Medal is a tangible way for Canada to honour Her
Majesty for her service to this country. At the same time, it serves to honour
significant contributions and achievements by Canadians.
As you all know, Alan devotes much of his time and energy outside of work
assisting organizations within our community. In response to being awarded this
honour, Alan had this to say:
“I try to think outside of the box and use my many contacts in the community, my
many years of community service and fundraising and the strength and support
of RBC to help those organizations with whom I’ve become associated. I am
humbled by the Diamond Jubilee Medal and look forward to many more years
of community work! None of the work that I do within the community would be
possible without the support of my team and my family.”
Congratulations, Alan!
Make the Most of Your Family’s
Charitable Legacy
own charitable foundation. A private
foundation gives you a high level of
control and flexibility with respect
to charitable giving and enables you
to create an enduring charitable
legacy. You can make donations to
your own foundation and you will
receive a donation tax receipt like any
other donation. In addition, in-kind
donations of publicly listed securities
to a private foundation are eligible for
a full capital gains exemption.
While providing a great deal of control
and flexibility, a private foundation
also involves certain costs and
administrative requirements that must
be considered.
RBC Charitable Gift Program
As the holidays approach and the
tax-reporting year-end looms, our
thoughts often drift to charitable giving.
When it comes to charitable giving,
you have a number of different
options that can help you achieve
your philanthropic goals, while at
the same time providing you with
some tax relief.
Donating Securities
a donation receipt equal to the fair
market value of the donated security.
Furthermore, if a corporation makes
an in-kind donation of a listed security
to a qualified charity, in addition to
the capital gains exemption and the
fair market value donation receipt,
the corporation can also pay a tax-free
dividend to the shareholder equal to
the value of the full capital gain.
The federal government has
introduced several new tax incentives
in recent years to encourage charitable
giving by Canadians, including the
If you would like to explore this
option, please get in touch with our
team and we will help you determine
which securities would be best suited.
elimination of capital gains when you
donate publicly listed securities to
qualified charities. Not only do you
receive a tax break, you also receive
Charitable Foundation
Another tax-effective charitable
giving strategy is setting up your
The RBC Charitable Gift Program is
specifically designed for individuals
and families wishing to support
charitable causes in a meaningful
way, without the time and cost
associated with establishing a private
foundation. It is an easy, convenient
way to support charitable causes you
care about, today and in the future,
while receiving important tax benefits.
Through this program, you can make
initial and ongoing contributions to
a charitable gift fund administered
by the Charitable Gift Funds Canada
Foundation (CGFCF), one of the leading
charitable foundations in the country.
For more information, please
contact Louise at 604-665-3102 or
[email protected].
2The Rae ReportDecember 2012
How to Tie a Bow Tie
As you are well aware, Alan is rarely out and about without his trademark bowtie. We thought it time to share with you
the details of how to tie one yourself. These instructions are courtesy Beau Ties Ltd., where Alan gets most of his lovely
neck accessories!
December 2012The Rae Report
3
Supporting the BC Association for
Community Living
As many of you know, we are a proud supporter of the BC Association
for Community Living (BCACL). Alan is the chairperson for the Vipond
Shaughnessy Member/Guest charitable golf tournament, which takes place
every year at Shaughnessy Golf and Country Club.
We are very pleased to showcase a photo taken of Alan and Rick O’Brien from
the BCACL. This year’s tournament netted $51,193.75 for the Association.
To learn more about the BC Association for Community Living, please visit
www.bcacl.org.
Movember Update
On October 31, friends and
colleagues gathered to watch
Alan shave off his trademark
moustache for Movember, a
movement created to heighten
the awareness of prostate cancer
and men’s health.
Throughout November, the
moustache has been growing
back in. To view Alan’s
Movember journey, please go to
www.mobro.com/alanrae.
Thank you to everyone for
your support!
NOVEMBER BOW TIE QUIZ
Congratulations to Bud Sakamoto for answering the November Bow Tie
Quiz correctly.
The answers were:
1. The eyes
2.Conifers
3. Eleven plus two
For this month’s Bow Tie Quiz, please visit our website at www.alanrae.com. Look for the Bow Tie Quiz section on the
right hand side of the homepage and click on the “Submit Answer” button to send your answer to Louise.
For those of you who do not use the Internet, please give Louise a call directly at 604-665-3102 and she will gladly
share our next Bow Tie Quiz with you.
Good luck!
This publication is not intended as nor does it constitute tax or legal advice. Readers should consult their own lawyer, accountant or other professional advisor when planning to implement a strategy. This information is not
investment advice and should be used only in conjunction with a discussion with your RBC Dominion Securities Inc. Investment Advisor. This will ensure that your own circumstances have been considered properly and that
action is taken on the latest available information. The information contained herein has been obtained from sources believed to be reliable at the time obtained but neither RBC Dominion Securities Inc. nor its employees,
agents, or information suppliers can guarantee its accuracy or completeness. This report is not and under no circumstances is to be construed as an offer to sell or the solicitation of an offer to buy any securities. This report is
furnished on the basis and understanding that neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers is to be under any responsibility or liability whatsoever in respect thereof. The inventories
of RBC Dominion Securities Inc. may from time to time include securities mentioned herein. RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian
Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. Insurance products are offered through RBC Wealth Management
Financial Services Inc., a subsidiary of RBC Dominion Securities Inc. When providing life insurance products, Investment Advisors are acting as Insurance Representatives of RBC Wealth Management Financial Services Inc.
®Registered trademark of Royal Bank of Canada. Used under licence. RBC Dominion Securities is a registered trademark of Royal Bank of Canada. Used under licence. ©Copyright 2012. All rights reserved.
Professional Wealth Management Since 1901.