person writing a will in page

I'm in my 20s—do I need a Will?

November 15, 2022 |Tony Maiorino, Vice President and Director – Head, RBC Family Office Services

As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.

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Do I have enough to retire?

March 25, 2021 |Brendon Boothman
A question we often get asked is "do I have enough money to retire?". The answer that I always give to that question is "it depends". Several factors determine if a person has enough and no two situations are the same so a cookie cutter approach does...
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An integrated approach to wealth planning with myGPS™

October 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

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

September 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.

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Podcast: Key details to consider in Will and estate planning

July 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.

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Podcast: Planning for an estate freeze or re-freeze

June 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.

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Estate freeze planning

Estate freeze planning

April 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.”

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When should you review your will and estate plan?

April 22, 2020 |RBC Wealth Management Services

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

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Tax Protector

April 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...
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Being an Executor according to the Wealthy Barber

March 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...
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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.