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The Wealthy Barber on how a cottage can complicate estate planning

Aug 13, 2020 |RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

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Named as an executor? The Wealthy Barber thinks it's important to know what you're getting into

Aug 07, 2020 |RBC Wealth Management

“If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.”

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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.

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The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 |RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

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How to empower older Canadians with personal and financial planning

COVID-19: How to empower older Canadians with personal and financial planning

Jun 15, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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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.

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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Have you talked to your family about estate planning?

May 05, 2020 |David Chilton, The Wealthy Barber

The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.

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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.”

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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.”

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