The Wealthy Barber: Get an up-to-date will!

Aug 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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

Feb 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Why The Wealthy Barber won’t act as executor for even his closest friends

Dec 04, 2018 |RBC Wealth Management

I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor. —David Chilton

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Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Contact

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