@TallOakCapital Advisors @talloakcap
Tall Oak Capital Advisors is a boutique investment manager for private clients, foundations, pensions and family offices. talloakcapitaladvisors.com London, Ontario Joined September 2017-
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In this Q1 2024 Tall Oak Capital Advisor Client Report, we highlight the pivotal role of Powers of Attorney, discuss market highlights, the impact of AI adoption, and portfolio positioning. talloakcapitaladvisors.com/2024/05/03/q1-…
Global equities declined in Q3 and we believe that market volatility is likely to continue while we wait for the full effects of higher interest rates to filter through the global economy. For more, read our latest investment report: talloakcapitaladvisors.com/2023/11/14/q3-…
🌾📈 Curious about the new tax landscape for intergenerational farm transfers and the implications of Bill C-208? Read our latest article here: talloakcapitaladvisors.com/2023/10/17/nav…
Canada’s Outdoor Farm Show starts tomorrow! Come visit our Booth AB-51 at the DLL Finance AG Biz Pavilion for the next 3 days to discover how we can help farmers grow and protect their wealth. We can't wait to see you there! #farmers #farmfamilies outdoorfarmshow.com
📈 Global markets continued their upward trend in Q2 2023, but today’s bull market is unlike any we have seen. Dive into our latest investment report, where we uncover what’s driving the markets and the economy. talloakcapitaladvisors.com/2023/08/01/q2-… #investment #markets #economy
🎧 Introducing Tall Oak Talks, the new podcast that takes you inside the world of investing! Listen in as we dive into the 4 primary themes that have dominated 2023 headlines. talloakcapitaladvisors.com/2023/05/16/int…
Discover the latest market insights in our recent investment report! We share our perspective on the coming year for investors and our strategies for capital protection and long-term opportunities. #Investing #Markets #GlobalEconomy talloakcapitaladvisors.com/2023/04/27/q1-…
As you might have noticed we’ve had a brand refresh at Tall Oak. 👉 New logo ✔ Fresh redesign ✔ New website Check out our new website and our latest blog article on why we made the change! #branding #investment #wealth talloakcapitaladvisors.com/2023/03/29/int…
As 2022 draws to a close, see which year-end #taxplanning strategies are available with #RaymondJames' 2022 Year-end Tax Planning guide. Categories include #incometaxplanning tips and the new tax legislation. Contact us today to see what's right for you. raymondjamesconnect.com/tz-R8Y
Strategic #charitablegiving is an essential part of any successful financial plan. At Tall Oak Private Wealth, we help clients realize both their financial and philanthropic goals. Contact us today. #WealthPlanning raymondjamesconnect.com/ttZ-jg
With rising interest rates are you wondering whether you should ride out your #variablemortgage or lock in to a #fixedmortgage? Read our latest article on an alternative mortgage solution in a rising rate environment. #mortagerates2022 #InterestRates raymondjamesconnect.com/tW7fuG
Who could inherit your #wealth and what to consider? Planning your #estate can start at any point in your life. The important thing is to have a working plan in place. Read this article to learn where to start. #generationalwealth #wealthmanagement raymondjamesconnect.com/t4q8AO
Dr. Peter Fowler, MD’64, a visionary sports medicine pioneer, and co-founder of the @FKSMC, passed away on November 16, 2022. The @WesternU community will miss the presence of this internationally renowned orthopedic surgeon and "gentle giant." shorturl.at/dmMO7
Taking over the #finances if your spouse leaves or you're #divorced can be overwhelming, especially if you were not responsible for them. Learn the 4 steps you can take now and best practices when in a #relationship. raymondjamesconnect.com/tR8xHf
It's World Kindness Day - Make the world a better place by celebrating and promoting good deeds and kind acts. #WorldKindnessDay
Through remembering, we honor the courage, valour, and sacrifice of the heroes who have served. #RememberanceDay
Interested in #farm #succession planning? Learn more from @DavidSzalkai1, our farm estate and insurance advisor.
Interested in #farm #succession planning? Learn more from @DavidSzalkai1, our farm estate and insurance advisor.
6 Financial Guiding Principles to Teach Your Teens. Here's what we would share with #teens if we were asked to introduce them to the world of financial planning. Learn more here. #FinancialPlanning #FinancialAdvice raymondjamesconnect.com/tKPX0a
#Farmers in #Ontario, consider this as your reminder to think about succession planning – it’s never too soon to start. We’ve even put together a 5-step process as a guide. For full access and other helpful videos, head to our website: bit.ly/3NTMPh6 #agtwitter
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12K Followers 4K Following Acct of me. Husband to a whole lot of awesome, father to 4 different types of remarkable! Tweets endorsed by Bridget. My conviction is 💪💪than your opinions!!Taking over the #finances if your spouse leaves or you're #divorced can be overwhelming, especially if you were not responsible for them. Learn the 4 steps you can take now and best practices when in a #relationship. raymondjamesconnect.com/tkJWuq
With rising interest rates are you wondering whether you should ride out your #variablemortgage or lock in to a #fixedmortgage? Read our latest article on an alternative mortgage solution in a rising rate environment. #mortagerates2022 #InterestRates raymondjamesconnect.com/tW7fuG
What began as a pilot project in 2016 is now Ontario's first high-efficiency ambulatory surgical centre - right here at LHSC. Learn more about what makes this innovative centre so unique, and what's to come: oha.com/news/ontario%E…
Did you know that Antimicrobial resistant microorganisms, or, Superbugs, are listed as one of the top 10 global health threats facing humanity? 🦠 Learn more: lhsc.on.ca/news/lhsc-cele…
We wear purple today to #ShineTheLight and support @endwomanabuse. 💜
On Tuesday, November 15, wear purple with us for Wear Purple Day! Tag us in the posts of your purple looks, and we will share them on our social media! #ShineTheLight #LdnOnt
New trust reporting rules will likely be delayed again. Harrison Pensa estate lawyer Matthew Bota addresses tax implications of Bill C-32. bit.ly/3TBPeyD
Children’s Health Foundation is excited to recognize Barb Legate, members of CAISA and Finucci, Janitis, Allen Group at RBC Securities for their outstanding philanthropic efforts. Click the link to read about the impact they have made. community.afpglobal.org/afpontariolond… #ldnont #chf #lhsc
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#Ontario #Farmers, have you considered when and how you’ll transition your farm in the future? Well-planned transitions can adapt as needed by you, your farm, and your successor(s). Our latest blog and Farm series has everything you need to know: bit.ly/3L4hS7m
Join us in celebrating Nurse Practitioners’ Week! There are nearly 100 NPs within our organization who provide excellent wholistic care to patients, teach and mentor nursing students and medical learners, and much more! Learn more about NPs: lhsc.on.ca/news/celebrati…
I’m so honoured to receive the ‘Donald I Rice Award’. With this prestigious visiting speakership, I look forward to spreading my message of #equity #compassion #transformational #change across the country starting in 2023!
Nitrogen prices are to damn high Gotta burry the free stuff when ya can #ontag #snowtill #agtwitter
Many people have never met a farmer They either think we are stuck in the past or are huge faceless factory farms Let’s show them the real #facesofagriculture
It's World Kindness Day - Make the world a better place by celebrating and promoting good deeds and kind acts. #WorldKindnessDay
It's World Kindness Day - Make the world a better place by celebrating and promoting good deeds and kind acts. #WorldKindnessDay
It's World Kindness Day - Make the world a better place by celebrating and promoting good deeds and kind acts. #WorldKindnessDay
Did you know we’re on TikTok? Head over there to watch Alex’s day in the life as a Creative Services Manager at LHSC! vm.tiktok.com/ZMFP8Nh1v/
AI art generator apps are common, and controversial. Harrison Pensa technology law and trademark agent @DavidCanton looks at the legal issues of who owns art generated by artificial intelligence. @shellypalmer #copyright
Watch: In PART 2 of our video series on #Farm Succession and Transition Planning, @jac_cairns and I discuss what #successionplanning means and how to start. Click on the link to view the full video and series! bit.ly/3D2AthT #AGtwitter #ontariofarmers
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