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

The Fed and its dueling dual mandate

The Fed and its dueling dual mandate

May 09, 2025 |Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Canada’s building homes fast─but for how long?

May 07, 2025 |Robert Hogue

Slumping pre-construction sales are slowing the flow of units entering the pipeline and this could have negative consequences for supply growth in the medium to longer term.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Video: Is there an estate tax or death tax in Canada? The Wealthy Barber explains

Video: Is there an estate tax or death tax in Canada? The Wealthy Barber explains

May 05, 2025 |RBC Wealth Management

David Chilton talks about inheritance tax in Canada and filing a final tax return.

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Canada’s path ahead: Six economic challenges facing the new federal government

Canada’s path ahead: Six economic challenges facing the new federal government

May 01, 2025 |Frances Donald and Cynthia Leach

As Canada forms a new government, we break down some of the key economic issues the country faces.

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The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

April 16, 2025 |Shaz Merwat
Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...
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Navigating the Impact of U.S. Tariffs on Canada

Navigating the Impact of U.S. Tariffs on Canada

April 04, 2025 |RBC Wealth Management Canada
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Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

March 28, 2025 |Ajay Nandalall
Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...
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Canada’s housing market retreats amid trade war

Canada’s housing market retreats amid trade war

March 19, 2025 |Robert Hogue
The threat of U.S. tariffs has become top of mind for those considering buying or selling a home in Canada. Concerns about the significant damage that hefty tariffs would inflict on the economy prompted many buyers and sellers to hit pause in February—leading...
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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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Financial guides and checklists

Family wealth guide

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

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Business owner’s guide

The top decisions for business owners to ensure lasting success.

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RBC DS retirement checklist

Helping you make the most of your retirement.

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Tax reporting guide

Designed to help you prepare your tax return efficiently.

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Family inventory checklist

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

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Estate planning guide

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

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GIC Rates

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