Fall 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURED ARTICLE
Fast track to the future

Disruptive technologies are bringing cutting edge products and services to consumers, forcing incumbents to transform their business models.

Read more

BUSINESS OWNERS
The business owner's guide to wealth management

The life cycle of a business and its owner – from structuring a business to selling it, and everything in between.

Read more

CURRENCY MARKETS
Update on the Canadian dollar

A look at this summer’s dramatic rise in the value of the Canadian dollar and where it’s headed next.

Read more

ESTATE PLANNING
Joint ownership accounts

Before you open a joint account, it is important to understand the different options, how they operate, and the potential benefits and drawbacks.

Read more

PORTFOLIO ADVISOR
Raising rates, raising questions

With the Bank of Canada raising rates twice this past summer, we look at four ways higher rates may affect investors.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Summer 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

PERSPECTIVES MAGAZINE
Multi-generational family wealth management

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

BUSINESS OWNERS
Selling the business checklist

A checklist of Canadian tax and financial planning strategies to consider before selling your business.

Read more

RETIREMENT INCOME
Income splitting and the attribution rules

A look at income-splitting strategies to help leave your family with more.

Read more

REAL ESTATE
Canadian owners renting or selling U.S. real estate

Learn more about the U.S. tax issues faced by Canadians who earn rental income from or sell U.S. real estate property.

Read more

PORTFOLIO ADVISOR
History lessons

What investors can learn from Canada’s 150th birthday.

Read more

FIXED INCOME
Exploring a new world of bonds

The potential benefits and role of global bonds in a well-diversified fixed income portfolio.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Spring 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURE ARTICLE
Old Age Security and other government income sources

Frequently asked questions about government benefits for those approaching 65 years of age.

Read more

BUSINESS OWNERS
Salary versus dividend income

The tax implications and non-tax considerations that are important when deciding which form of remuneration to choose.

Read more

TAX-EFFICIENT SAVING
How the TFSA can help you reach your financial goals

Everything you need to know about this flexible savings vehicle.

Read more

SPECIAL REPORT
Brexit: The Road to Exit

This article serves as a reference point and helps answer questions that may arise as Great Britain’s exit process grows more involved.

Read more

PORTFOLIO ADVISOR
Naming your executor

Seven common pitfalls and how to avoid them.

Read more

RETIREMENT
RRSP strategies at 71

RRSP strategies that can be used, even after 71, as long as you still have RRSP contribution room or continue to make room.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Winter 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURE ARTICLE: Early 2017 tax tips

A summary of tax strategies that have deadlines in early 2017.

Read more

SPECIAL REPORT: Global Insight Outlook 2017

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2017.

Read more

PERSPECTIVES MAGAZINE: Managing wealth and change – Volume 4, Issue 2

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

PORTFOLIO ADVISOR
Why pay more taxes today?

How retirees can generate more after-tax dollars in the long-run by paying a little more tax today.

Read more

RETIREMENT: Locked-in retirement plans

Understand your locked-in plan to maximize your retirement benefits.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Fall 2016

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURE ARTICLE: Running on Empty

While monetary policy has not been exhausted, it is becoming clear there may be limits to what the Fed can do.

Read more

SPECIAL REPORT: U.S. residency – Canadians travelling to U.S. beware

Being aware of U.S. residency and income tax rules can help you avoid unpleasant surprises and costly penalties.

Read more

PORTFOLIO ADVISOR: House rich, retirement poor

Why your family home is not a retirement plan.

Read more

INVESTMENT INDUSTRY
What is CRM2?

Answers to investor questions about new industry regulations coming into effect.

Read more

INVESTING: Digital disruption

Waves of change are pushing the U.S. Technology sector across the digital frontier and opening up attractive investment opportunities.

Read more

RETIREMENT CHECKLIST
Making the most of your retirement

A handy listing of the financial considerations facing those who are approaching retirement, or have already retired.

Read more

MARKET INSIGHTS: Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Summer 2016

Views on the global financial markets and insights on managing your wealth

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

WATER MANAGEMENT: The Bridge to Growth

How water flows through economic growth and ripples across investment themes.

Read more

PORTFOLIO ADVISOR: Protecting your digital assets

How you can help protect your digital assets, and the digital legacy you leave behind.

Read more

MARKET INSIGHTS: Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

PERSPECTIVES MAGAZINE: VOLUME 4, ISSUE 1
You and finances: Discussing money

Volume 4, Issue 1 of Perspectives is now available, featuring investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

SPECIAL REPORT: Five key questions to consider in wealth planning

A “back to basics” look at key wealth management concepts, including mortgage debt, what to do with an inheritance and planning your sources of retirement income.

Read more