Does your family have a succession plan? Tips for maintaining family harmony

Sep 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

Read more

Podcast: Key details to consider in Will and estate planning

Jul 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

Read more

Podcast: Planning for an estate freeze or re-freeze

Jun 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

Read more
Estate freeze planning

Estate freeze planning

Apr 27, 2020 |RBC Wealth Management Services

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

Read more

When should you review your will and estate plan?

Apr 22, 2020 |RBC Wealth Management Services

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”

Read more

Tax Protector

Apr 12, 2019 |Brendon Boothman
Have you estimated the tax bill to CRA in your estate? Have you implemented strategies with your professional advisory team (lawyer, accountant and wealth advisor) to protect your wealth? The attached article includes useful information on estate taxes...
Read more

Being an Executor according to the Wealthy Barber

Mar 12, 2019 |Brendon Boothman
Acting as an executor should not necessarily be seen as an honor, but rather a burden according to the Wealthy Barber in the attached article. One of the most important decisions you will make in your estate plan is who you name as executor. Your executor...
Read more

Your Financial To-do List

Dec 10, 2018 |Brendon Boothman
Many of us go through an annual ritual of setting resolutions. Improving health is usually high on people's lists- lose weight, exercise and eat healthier. However, in addition to improving your physical health, you can resolve to make this year your...
Read more

Financial Planning Checklist for Seniors

Nov 13, 2018 |Brendon Boothman
Preserving and growing your wealth means taking advantage of tax, investment and estate planning strategies. While some strategies are available throughout your lifetime, others are available only after the age of 65. This checklist discusses financial...
Read more

Keeping the family cottage in the family with insurance

Jul 26, 2018 |Brendon Boothman

When you pass along your cottage, you are also passing along a potentially large tax bill.

Read more

Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.