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An integrated approach to wealth planning with myGPS™

Oct 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

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Does your family have a succession plan? Tips for maintaining family harmony

Sep 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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The Wealthy Barber’s tips for choosing the right executor

Aug 19, 2020 |RBC Wealth Management

“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”

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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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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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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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