Financial News

Why your art collection should be part of your estate planning

Why your art collection should be part of your estate planning

July 31, 2024 |RBC Wealth Management

Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.

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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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Video: The Wealthy Barber on the benefits of hiring a professional executor

February 01, 2024 |David Chilton

Professional executors have the knowledge and expertise required to handle complicated estates

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Estate planning tips for business owners

February 01, 2024 |Leanne Kaufman, President and CEO, RBC Royal Trust

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges

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Why you must have a Will, no matter the size of your estate

Why you must have a Will, no matter the size of your estate

February 01, 2024 |RBC Wealth Management

Challenges for surviving family and friends of a person who dies without a Will include more than just who gets the funds, explains Leanne Kaufman.

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Financial planning checklist for older Canadians

Financial planning checklist for older Canadians

February 01, 2024 |RBC Wealth Management

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

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Estate planning: Report reveals many Canadians are not prepared

May 18, 2023 |RBC Wealth Management

Many Canadians have not created a Will, appointed a power of attorney or started estate planning. Learn about the survey conducted to find out why.

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Matters beyond wealth

Leaving a lasting legacy for your kids and grandkids

May 10, 2023 |Leanne Kaufman

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

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Six steps to help keep your brain healthy

April 28, 2023 |Leanne Kaufman, President and CEO, RBC Royal Trust

Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy

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Strategies for caregivers to avoid burnout

April 12, 2023 |Leanne Kaufman

Tips to deal with the challenges and uncertainty of caregiving

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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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