muiltigenerational family picnic

A guide to family meetings: Five tips to consider

Mar 17, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Consider these strategies to help make family meetings an effective tool in wealth transfer planning.

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person in wheelchair

Thinking ahead for beneficiaries with disabilities

Mar 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.

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In the face of loss: Handling an estate and stepping in as sole financial decision-maker

Mar 13, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.

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The Wealthy Barber on why a DIY approach for executors is often unwise

Jul 02, 2019 |RBC Estate Planning

While it is an honour to be named executor, it can also be a great responsibility.

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A Christmas Message from Brian

Dec 01, 2018 |Brian Cunliffe

“Though the world faces huge challenges, we have made tremendous progress. This is the fact-based worldview.” - Hans Rosling

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