Financial News

Do you have a trusted contact person?

 March 29, 2023 |Leanne Kaufman

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

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Leanne Kaufman, Matter beyond wealth

Those with special needs, need special planning

 March 15, 2023 |Leanne Kaufman

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

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How family dynamics can impact your estate plan

 March 02, 2023 |Leanne Kaufman

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

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What is gendered ageism?

 February 15, 2023 |Leanne Kaufman

Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.

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Dementia: Prepare, plan and prosper

 February 06, 2023 |RBC Wealth Management

Early diagnosis can help you plan for the journey ahead

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Community living as we age

 February 06, 2023 |RBC Wealth Management

Age-friendly communities can help you age at home and live independently

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DIY executor help is here

 February 02, 2023 |Leanne Kaufman, President and CEO, RBC Royal Trust
We know there are many executors1 today who need help but don’t know where to turn. In our experience, there are many executors who are not prepared to fulfill the role, which can be daunting—70 to 100 individual tasks that need to be undertaken depending...
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Would you create a digital Will?

 February 01, 2023 |Leanne Kaufman

The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?

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The race to deal with dementia in Canada

 January 18, 2023 |Leanne Kaufman

Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.

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Rethinking insurance in your estate planning

 January 05, 2023 |Leanne Kaufman

How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind

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U.S. Presidential Election: Implications for World Markets

Aug 20, 2024 10:00 AM Eastern Daylight Time - Aug 20, 2024 11:00 AM Eastern Daylight Time
Location To Be Determined

Hosted by Connor Farrell and special guest speaker, Chief U.S. Policy Strategist, Greg Valliere.

Looking to better understand implications of a Harris versus a Trump administration on your investments? Join us for a discussion covering topics on: current and proposed policy, Federal Reserve rate cuts, and economic policy.

Role of an Executor: What you should know

Jun 12, 2024 10:30 AM Eastern Daylight Time - Jun 12, 2024 11:30 AM Eastern Daylight Time
Chartwell Retirement Residence Waterloo, Ontario

What does it means to be an executor?

It’s a tremendous honor and a significant responsibility, with a lengthy task list that we'll cover throughout the seminar.

If you’re deciding who to name as your executor, this seminar can help you determine if your spouse, partner, child or relative is prepared for the role.

If you’ve recently been named an executor for a loved one’s estate, you’ll learn about the responsibilities ahead and where you can get support.

First Home Savings Account (FHSA) Seminar

Mar 27, 2024 06:30 PM Eastern Daylight Time - Mar 27, 2024 07:00 PM Eastern Daylight Time
95 King St S, 3rd Floor Waterloo, Ontario

Connor is hosting a First Home Savings Account (FHSA) Seminar to provide insight about the best options to save for your first home. There is limited spots for the event, please RSVP to receive confirmation your spot is reserved. 

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