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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How income splitting can create tax savings

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

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

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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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What does your charitable legacy look like?

 March 14, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Options for planning ahead to create a charitable giving impact that lasts beyond your lifetime.

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