The RBC Wealth Management Financial Literacy program

Financial decisions touch so many aspects of life. Some decisions are simpler, ranging from day-to-day purchases and choosing products and services for you and your family, while others are more complex, such as saving for your children’s education, caring for an aging parent, or planning for long-term life and retirement goals. Read more

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

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Estate planning in today’s times: Four key elements

 July 12, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

With a growing awareness and change in dialogue over the course of the pandemic, many are turning more attention to their estate plans. Here are some important considerations in protecting yourself and your loved ones.

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Have you prepared and reviewed your Will?

 March 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Here are two handy checklists of questions to address and aspects to consider.

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Thinking ahead for beneficiaries with disabilities

 March 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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Redefining your estate in the digital age

 March 10, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out how the digital shift may impact how you plan your estate, and tips for pre-planning your digital assets.

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