Matters beyond wealth

Leaving a lasting legacy for your kids and grandkids

May 10, 2023 |Leanne Kaufman

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

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Bi-weekly Client Letter 2023-05-08

May 08, 2023 |Beth Arseneau
Global markets have been relatively calm and remain near their highs for the year. Despite the quiet market action, it’s been a rather busy period with developments that are worthy of updates. The first quarter earnings season has come and is nearly gone...
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Six steps to help keep your brain healthy

April 28, 2023 |Leanne Kaufman, President and CEO, RBC Royal Trust

Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy

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David Chilton

Video: Does your executor have financial skills? Why the Wealthy Barber thinks they should

April 26, 2023 |David Chilton

Will and estate planning tips for multiple generations

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Strategies for caregivers to avoid burnout

April 12, 2023 |Leanne Kaufman

Tips to deal with the challenges and uncertainty of caregiving

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Do you have a trusted contact person?

March 29, 2023 |Leanne Kaufman

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

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Leanne Kaufman, Matter beyond wealth

Those with special needs, need special planning

March 15, 2023 |Leanne Kaufman

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

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How family dynamics can impact your estate plan

March 02, 2023 |Leanne Kaufman

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

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Bi-weekly Client Letter 2023-02-24

February 24, 2023 |Beth Arseneau
Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the equity side has been less pronounced...
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What is gendered ageism?

February 15, 2023 |Leanne Kaufman

Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.

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