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

Federal budget 2025: A summary of key measures that may impact you

November 05, 2025 |RBC Family Office Services

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Fed rate cut buys U.S. time, but no quick fix to debt

September 18, 2025 |Atul Bhatia, CFA

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

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Transmission framework: How tariffs will flow through the U.S. economy

Transmission framework: How tariffs will flow through the U.S. economy

August 06, 2025 |Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

July 18, 2025 |Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

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Supply Management Explained

Supply Management Explained

July 14, 2025 |Lisa Ashton
Executive Summary Canada’s $30-billion supply management system has underpinned national food sovereignty and security for more than 50 years. Covering dairy, chicken, turkey and eggs, the system has ensured price and supply stability for food staples...
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“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.

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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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