Helping you make informed financial decisions

We specialize in providing comprehensive financial planning services that cover every aspect of your financial needs, from tax planning to retirement checklists. Below you’ll find some educational guides and resource that offer valuable information and tools to help you achieve your goals.

 

RBC Insights

How to plan for care as you age

November 04, 2024 |RBC Wealth Management

Watch a panel of specialists discuss strategies and resources you can use to navigate care for yourself or a loved one.

Read more
The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

Read more
caregiver with hand on eldery woman

Five health care costs to consider in your financial and retirement plans

October 29, 2024 |RBC Wealth Management

In planning your retirement, be sure to count these health care costs.

Read more

BoC accelerates pace of rate cuts

October 23, 2024 |Claire Fan

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.

Read more
Inflation moving to the back burner, but still simmering

Inflation moving to the back burner, but still simmering

October 18, 2024 |Josh Nye

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.

Read more
Exploring the impacts of AI and GenAI across industries

Exploring the impacts of AI and GenAI across industries

October 15, 2024 |Frédérique Carrier

Continuing our examination of artificial intelligence and its potential to shape the investment landscape, we look at the specific impacts AI may have – or is already having – across a wide range of industries.

Read more
Recession scorecard update: Stop and start

Recession scorecard update: Stop and start

October 11, 2024 |Jim Allworth

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

Read more
The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

Read more
Draghi: Europe, time to press ahead

Draghi: Europe, time to press ahead

September 26, 2024 |Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

Read more

Video: Changing the narrative on aging and longevity

September 26, 2024 |RBC Wealth Management

Chatter that Matters podcast host Tony Chapman and Dr. Joe Coughlin discuss the opportunities—and realities—of living longer.

Read more

Financial guides and checklists

Family wealth guide

Discover 10 strategies to build and protect your family’s wealth.

Read more

Business owner’s guide

The top decisions for business owners to ensure lasting success.

Read more

RBC DS retirement checklist

Helping you make the most of your retirement.

Read more

Tax reporting guide

Designed to help you prepare your tax return efficiently.

Read more

Family inventory checklist

Keep track of information pertaining to your family’s current financial status.

Read more

Estate planning guide

Leave a legacy behind. Plan for your tomorrow, today.

Read more

GIC Rates

Stay in the know with the latest GIC rates from various financial institutions.
Read more