Spring 2019

Views on the global financial markets and insights on managing your wealth.

INVESTING
Global Insight Monthly

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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TECHNOLOGY
Davos 2019: Globalization in a digital age

RBC CEO Dave McKay shares insights from Davos 2019 on the coming age of intelligent and ubiquitous technologies that will connect everyone and everything.

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SPECIAL REPORT
Advantage women

RBC Economics research shows how an automated future for the workforce puts women at greater risk, but also plays to their strengths.

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PORTFOLIO ADVISOR
The evolution of the investor 

Developed over tens of thousands of years, the human brain – and the deeply ingrained instincts that kept us alive – now work against us as investors.

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WEALTH MANAGEMENT REVIEW
Seven tips for choosing your executor

With numerous financial, tax and legal duties, the right person for the job isn’t always the obvious choice.

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BUSINESS
“Get out of the way”

Plus, five other leadership lessons from the founder of 1-800-GOT-JUNK.

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ECONOMY
2019 federal budget: Key tax changes

Critical insights from the tax experts at RBC Wealth Management on the Liberal government’s final budget before the fall election.

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TAX
What to do with your tax refund

If you receive a tax refund, it may be a good opportunity to determine if you can use some or all of it to improve your financial well-being.

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Winter 2019

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
We’re in the “correction” camp

While the market’s deep drop put investors on edge, we see the correction giving way to a renewed advance in share prices.

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ECONOMY
RBC Economics: Navigating 2019

Not since the financial crisis have markets ended the year with such uncertainty as they did in 2018. Discover nine big insights for the year ahead.

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INVESTING
Global Insight 2019 Outlook

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2019.

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SPECIAL REPORT
Humans wanted 

Canadian youth are entering the world of work just as it’s being transformed. How can they prepare for what’s coming next?

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TAX PLANNING
Ten strategies to pay less tax in retirement

Are you retired or a soon-to-be retiree? These ten strategies can help maximize your after-tax retirement income.

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EQUITIES
Coping with the correction

While the correction has frayed investors’ nerves and could persist, it doesn’t necessarily mean it’s heralding the demise of the bull market.

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PORTFOLIO ADVISOR
10 years after: Lessons learned from the financial crisis

The 10th anniversary of the Great Recession provides important lessons for investors looking to make the right choices in today’s volatile markets.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Fall 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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SPECIAL REPORT
Housing trends and affordability

Buying? Selling? Staying put? RBC Economics’ latest report offers insights on current trends across Canada.

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TAX PLANNING
Year-end opportunities to reduce your 2018 
tax bill

Avoid the old April regret by reviewing this summary of key year-end tax planning strategies to help minimize your tax bill.

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BUSINESS OWNERS
Professional practice incorporation

Is incorporating your professional practice right for you? Points to consider when making your decision.

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PERSPECTIVES MAGAZINE
Business owner special edition

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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ESTATE PLANNING
Naming your TFSA beneficiary

Learn why it’s important to carefully consider who you choose as the beneficiary of your TFSA.

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PORTFOLIO ADVISOR
A new horizon: planning for 100

Longer lives are leading Canadians to rethink their investment plans to help ensure they don’t outlive their savings.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Summer 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
European equity downgrade: continental drift

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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SPECIAL REPORT
The new Canadian legacy

For many high-net-worth individuals in Canada, legacy is no longer their name on a hospital wing or performing arts building. What does this mean for the future of giving? Find out in a special report conducted by The Economist Intelligence Unit, commissioned by RBC Wealth Management.

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FINANCIAL PLANNING
Home economics: Canadian real estate vs. Canadian equities

Despite popular belief, owning domestic equities has been a great way to grow wealth compared with select Canadian real estate markets over the past 25 years.

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PERSPECTIVES MAGAZINE
Generations taking care of generations

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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FIXED INCOME
Global currency outlook

Twelve-month forecasts suggest further gains in the U.S. dollar will be strongest against the British pound and the Canadian dollar, while the euro and yen should fare better.

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ESTATE PLANNING
Estate planning health-check questionnaire

Identify any estate plan gaps, and help avoid any potential legal and financial challenges with this quick “health-check” questionnaire. Quebec version.

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PORTFOLIO ADVISOR
Wealth and inflation… what’s the relation?

Imagine needing a wheelbarrow of cash to buy a loaf of bread. While that’s an extreme case, inflation is an important concern for Canadian investors, especially as it’s been creeping up.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Please click the link below to read the Globe and Mail Financial Facelift article written by David Barnsdale.

The Globe and Mail Financial Facelift

If you would like to arrange a meeting to review your financial situation or to discuss your investments, please contact me at 905-822-1793 or 1(866) 205-6536.