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RBC Insights

Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

 July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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Michael Bogle

Senior Investment & Wealth Advisor, Financial Planner
michael.bogle@rbc.com

Stephanie Ozog, CFP, PFP, TEP

Wealth Advisor & Financial Planner
stephanie.ozog@rbc.com

Susan Robertson

Associate
susan.j.robertson@rbc.com

Marie Atallah

Associate
marie.atallah@rbc.com

Christopher Newman

Associate
christopher.newman@rbc.com

Hannah Boyd

Administrative Assistant
hannah.boyd@rbc.com

The Bogle Private Wealth Group
of RBC Dominion Securities Inc.

michael.bogle@rbc.com
Phone: 905-845-7288

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Oakville ON, L6M 4X8

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