Seminar Invitation List

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Building and establishing a legacy

Jul 28, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Online Webinar Presentation, RSVP for details

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

•Six step process to building an effective estate plan
•The role of the executor – what you need to know
•Tax planning – minimizing death taxes

Testimonials from previous seminars:
Great and concise information provided to those new or just curious about estate planning.

I have a better knowledge of estate planning.

I learned a lot about the potential pitfalls of not having a plan.

Attendance is complimentary, but RSVP is required.
RSVP to Monica Chau at monica.chau@rbc.com


Building and establishing a legacy

Jun 30, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Online Webinar Presentation , RSVP for details

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

•Six step process to building an effective estate plan
•The role of the executor – what you need to know
•Tax planning – minimizing death taxes

Testimonials from previous seminars:
Great and concise information provided to those new or just curious about estate planning.

I have a better knowledge of estate planning.

I learned a lot about the potential pitfalls of not having a plan.

Attendance is complimentary, but RSVP is required.
RSVP to Monica Chau at monica.chau@rbc.com


Where do we go from here?

Jun 25, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Online Webex Presentation RSVP, for details

Join us as Jim Allworth offers compelling insights into what changes can be expected in the economy, interest rates, and investment environment over the next few years and what shifts investors should make in their thinking.

 

Jim Allworth

Co-chair, Global Portfolio Advisory Committee

RBC Wealth Management Investment Strategist


Building a Financially Healthy Dental Practice

Jun 24, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Online Webex Presentation, RSVP for details

Are you thinking of buying, or do you currently operate a dental practice? At this informative presentation, we’ll discuss:

  • Common mistakes to avoid when buying a practice
  • Bolstering your business with data analytics
  • Getting back to work after COVID-19 

Guest Speakers:

Stuart Rudner, Founder of Rudner Law

 

Attendance is complimentary but RSVP is required. Please RSVP to Monica at monica.chau@rbc.com


Tax-exempt investment strategies

Jun 17, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Online Webex Presentation, RSVP for details

At this webinar you will learn how you can create wealth and maximize your estate with tax-exempt life insurance. You will learn how this pool of capital allows for:

  • Tax-deferred growth, just like within your registered pool of capital
  • Potential for tax-free income during retirement
  • Tax-free distribution upon your death

Guest Speaker:

Colin Ardill

Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.” Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.


Where do we go from here?

Jun 11, 2020 10:00 AM - 11:00 AM Eastern Daylight Time
Online Webex Presentation, RSVP for details

At this event, we will hear from Dominick Hardy, Vice-President and Senior Portfolio Manager from our Portfolio Advisory Group. Dominick will discuss the current economic environment, including the impact of the economic shutdown and other timely topics of interest.

 

Guest speaker:
Dominick D. Hardy, CPA, CA, CFA
Vice President and Senior Portfolio Manager,
RBC Portfolio Advisory Group
As a senior portfolio manager, Dominick is responsible for stock selection and portfolio construction of the RBC Focus List, a portfolio designed for investors seeking core exposure to a diversified basket of high-quality North American companies. The RBC Focus List has a 20 year track record and performance has exceeded its benchmarks.


An Introduction to Responsible Investing

Jun 08, 2020 04:00 PM - 05:00 PM Eastern Daylight Time
Online Webex Presentation, RSVP for details

Please join us online for an in-depth discussion of responsible investing, including Environmental, Social, Governance (ESG) and Impact Investing with:

Kent McClanahan, CFA

Vice President - Global Manager Research

Senior Responsible Investing Analyst


Building a financially healthy dental practice

May 27, 2020 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf CLub 14780 Leslie St. Aurora, Ontario

Are you thinking of buying, or do you currently operate a dental practice? At this informative presentation, we’ll discuss:

  • Common mistakes to avoid when buying a practice
  • Bolstering your business with data analytics
  • How to use client insights to identify optimal areas to open or buy a practice

 

Guest Speakers:

Stuart Rudner, Founder of Rudner Law

Jay Slade, Vice-President, Analytics and Business Intelligence with RBC Dominion Securities

 

Attendance is complimentary but RSVP is required. Please RSVP to Monica at monica.chau@rbc.com


Building and establishing a legacy

Apr 29, 2020 06:30 PM - 07:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

  • Six step process to building an effective estate plan
  • The role of the executor – what you need to know
  • Tax planning – minimizing death taxes

Testimonials from previous seminars:

“Great and concise information provided to those new or just curious about estate planning.”

“I have a better knowledge of estate planning.”

“I learned a lot about the potential pitfalls of not having a plan.”


Building a financially healthly dental practice

Mar 26, 2020 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Are you thinking of buying, or do you currently operate a dental practice? At this informative presentation, we’ll discuss:

  • Common mistakes to avoid when buying a practice
  • Bolstering your business with data analytics
  • How to use client insights to identify optimal areas to open or buy a practice

Guest Speakers:

Stuart Rudner, Founder of Rudner Law

Jay Slade, Vice-President, Analytics and Business Intelligence with RBC Dominion Securities

 

Attendance is complimentary but RSVP is required. Please RSVP to Monica at monica.chau@rbc.com

 


What's the state of your estate?

Nov 14, 2019 05:30 PM - 06:30 PM Eastern Standard Time
Magna Golf Club 14780 Leslie St. Aurora, ON

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

  • Six step process to building an effective estate plan
  • The role of the executor – what you need to know
  • Tax planning – minimizing death taxes

Tax-efficient Wealth Planning

Oct 30, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St Aurora, Ontario

At our upcoming wealth management seminar, we’ll discuss important topics to consider when planning your personal or corporate finances, such as:

• Generating Passive Income
• Business and Personal Tax Planning
• Corporate Structure
• Tax-exempt Investment Strategies
• Federal Election Implications

 

Your hosts:
Connor Ryan, MBA
Investment Advisor,
RBC Dominion Securities
Scott Bates, CPA, CA
Partner, Bates Chartered Professional Accountants

 

Guest speaker:
Colin Ardill
Estate Planning Specialist
RBC Wealth Management Services


What's the state of your estate?

Oct 23, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

  • Six step process to building an effective estate plan
  • The role of the executor – what you need to know
  • Tax planning – minimizing death taxes

What's the state of your estate?

Sep 26, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club Magna Golf Club 14780 Leslie St. Aurora, Ontario

Whether you’ve been named an executor or are planning your own estate, this seminar will provide you with practical knowledge and strategies. Topics include:
• Settling an estate and the role of the executor – what you need to know
• Tax planning strategies – minimizing death taxes
• Our six-step process to building an estate plan


What’s the state of your estate?

Aug 14, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Whether you’ve been named an executor or are planning your own estate, this seminar will provide you with practical knowledge and strategies. Topics include:
• Settling an estate and the role of the executor – what you need to know
• Tax planning strategies – minimizing death taxes
• Our six-step process to building an estate plan