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

Gold’s regime change?

Gold’s regime change?

June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

Read more
Another round of the Fed’s waiting game

Another round of the Fed’s waiting game

June 23, 2025 |Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more
U.S. debt: Changing facts, updating views

U.S. debt: Changing facts, updating views

June 19, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

Read more
A world of opportunities?

A world of opportunities?

June 19, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

Read more
Global Insight 2025 Midyear Outlook: Canada

Global Insight 2025 Midyear Outlook: Canada

June 19, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

Read more
Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

June 09, 2025 |RBC Wealth Management

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.

Read more
“Big and beautiful” or not?

“Big and beautiful” or not?

June 06, 2025 |Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

Read more
Critical Capital: How Canada can tap foreign investment for its mineral riches

Critical Capital: How Canada can tap foreign investment for its mineral riches

June 04, 2025 |RBC Thought Leadership
Key Points More than 100 mineral projects, valued at $107 billion, are at various stages of development in Canada over the next ten years. Unlocking that potential requires diversified capital flow, both domestic and foreign, for Canada to emerge as a...
Read more
Is the rebound for real?

Is the rebound for real?

May 30, 2025 |Robert Sluymer, CFA, Technical Strategist

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more
Equity market roller coaster: How is your stomach?

Equity market roller coaster: How is your stomach?

May 23, 2025 |Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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