David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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The Wealthy Barber: Get an up-to-date will!

Aug 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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The Wealthy Barber on why a DIY approach for executors is often unwise

Feb 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Why The Wealthy Barber won’t act as executor for even his closest friends

Dec 04, 2018 |RBC Wealth Management

I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor. —David Chilton

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What Does Your Retirement Plan Look Like?

Oct 02, 2018 |William Holmes
“If you don’t know where you are going you will end up someplace else” Yogi Berra Couldn’t resist with baseball playoffs in full swing! Despite this sage advice from hall of famer and part-time philosopher, Yogi Berra, a recent RBC study indicated that...
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Tax-Free Savings Account (TFSA) – The Gift that Keeps on Giving

Jul 03, 2018 |William Holmes
With the holiday season quickly approaching many of us are thinking about picking the right gift for our adult children or grandchildren. For those of you who are stumped and likely to resort to purchasing gift cards or gifting cash, might I suggest giving...
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TFSA vs. RRSP – How to Best Allocate Your Retirement Savings

Feb 21, 2018 |William Holmes
Since the Tax Free Savings Account was introduced in 2009, I have been asked many times by clients which structure makes the most sense for their situation. Just within the past two weeks this topic has come up several times so I thought I would write...
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Think like a Landlord to Achieve Investment Success

Jan 03, 2018 |William Holmes
I hope your 2018 is off to a great start. I am not a big believer in New Year’s resolutions but my team and I do like to take stock of the past year at year-end and into the new-year to reflect on our team and client achievements and to set goals for...
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