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.

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Metal bull figures

How would a Biden blue wave impact sectors?

Sep 02, 2020 |RBC Wealth Management

If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?

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Podcast: Key elements in financial planning: Staying on track with your goals and needs

Aug 24, 2020 |RBC Wealth Management Services

“During times of change or volatility, there are certain strategies that can help you manage your financial well-being.”

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happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Audio commentary: The road to recovery for the U.S. economy

Audio commentary: The road to recovery for the U.S. economy

Jun 03, 2020 |Tom Porcelli and Janet Engels

Tom Porcelli joins Janet Engels to discuss the post-COVID-19 U.S. economic recovery.

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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...
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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...
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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...
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Capital Losses & Tax Loss Selling

Oct 09, 2018 |Brendon Boothman
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summaries the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
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The ABCs of USMCA

Oct 03, 2018 |Brendon Boothman
After more than a year of discussions, negotiators from the U.S and Canada worked through the weekend to arrive at an 11th hour agreement for Canada to join Mexico in an updated NAFTA deal. The new name of the accord is the United States-Mexico-Canada...
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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.