Recent Posts

Why can’t the stock market shake off the downward pressure?

Jun 23, 2022 | Kelly Bogdanova

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

Read more

How RBC Royal Trust can help: Executor services

Jun 17, 2022 | RBC Royal Trust

If you are planning your own estate and are considering who to appoint as your executor, or if you find yourself acting as an executor, our team of professionals can help.

Read more

U.S. residency – Canadians travelling to the U.S.

Jun 17, 2022 | RBC Wealth Management Services

U.S. income tax residency rules may affect you If you’re a Canadian who spends substantial time in the U.S., you may be required to...

Read more

Making a Will: Six things to help you leave a lasting legacy

May 12, 2022 |RBC Wealth Management

Preparing a Will may be the most important legacy you leave. Here are some tips to get you started.

Read more

Three Will and estate planning facts that will surprise you

October 08, 2021 |David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

Read more

The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will

October 08, 2021 |David Chilton

Hiring a professional instead of DIY isn’t just for home renos

Read more

How family, real estate and business can complicate finding the right executor

October 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

Read more

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.

Read more

Talking to your parents about their estate plan

June 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

Read more

Charitable giving and foundations

April 20, 2020 |RBC Wealth Management Services

“Things to consider when setting up a charitable foundation.”

Read more

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.

Read more

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.

Read more

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.

Read more