Advice Event: Responsible Investing

Aug 18, 2022 12:00 PM Pacific Daylight Time - Aug 18, 2022 12:30 PM Pacific Daylight Time
Location To Be Determined

Invest with a Greater Purpose - Socially Responsible Investing & ESG

How will you align your investments with your personal beliefs and values? More and more people are turning to responsible investing—a process that applies environmental, social and governance (ESG) data to your investment portfolio.

Please join us for this special advice event, where we will be discussing the features, benefits and various options available for responsible investing.

 

Presented by:

Thomas de Mello, CIM

Portfolio Manager & Investment Advisor, RBC Dominion Securities

&

Kevin Tran, CFP

Investment & Retirement Planner, RBC Royal Bank

 

In Partnership With:

RBC Global Asset Management

RSVP

BC Real Estate: Market Update and Outlook 2022

Jul 07, 2022 12:00 PM Pacific Daylight Time - Jul 07, 2022 01:00 PM Pacific Daylight Time
Location To Be Determined

Thursday - July 7, 2022

12:00pm to 1:00pm PST

Join us for this special advice event where Brendon Ogmundson - Chief Economist of the BC Real Estate Association, and top realtor, Vivian Yu, discuss the current state and future outlook of the Vancouver Real Estate market. This will be followed by a discussion with RBC Mortgage Specialist, Anisha Jhamat, on the changes in the mortgage sector and the process involved if you are considering financing a new home.

To RSVP, please click the RSVP button below.


Virutal Advice Event: Will and Estate Planning

May 12, 2022 12:00 PM Pacific Daylight Time - May 12, 2022 12:45 PM Pacific Daylight Time
RBC Video, Webex

Living for Today, Planning for Tomorrow

Please join us for this virtual advice event where we will be discussing all the main components of preparing a comprehensive Estate Plan.

Topics include:
Wills: Key considerations and process

Probate: Probate process and fees

Executor: What's involved & considerations when choosing your executor

Representation Agreement: Important document for health care decisions

Power of Attorney (POA): What is a POA, why you should have one, and who you should consider

Joined by Jonah Rabinovitch from RBC Wealth Management, the goal of this seminar is to provide you with a clear understanding of how to help create a lasting legacy for your family, protect and enhance the value of your estate, minimize the impact of taxes, and simplify the process to make it easier for your family.


RBC Wealth Management - Market Update 2022

Feb 24, 2022 12:00 PM Pacific Standard Time - Feb 24, 2022 12:45 PM Pacific Standard Time
RBC Video, Webcast

Inflation - The Impact on your Investments, Financial Plan and Retirement Goals

Consumer prices are the highest we have seen in years which has important implications for our client’s overall financial well-being and retirement goals. Please join us for this exclusive webinar where we will discuss the following topics:

  1. Understanding Inflation: What drives prices higher, how the government can respond, and historical context
  2. The impact of inflation (and potential government responses) on the global economy and markets
  3. The impact of higher consumer prices on your financial plan and retirement goals
  4. How RBC is positioning portfolios moving forward to account for the inflationary environment

We will be joined by guest speaker Jim Allworth, Chief Investment Strategist for RBC Dominion Securities.

*RSVP Required*

This event will be a Webcast - Please RSVP by clicking the button below.


Virtual Advice Event - Introduction to Individual Pension Plans (IPP)

Jan 13, 2022 11:00 AM Pacific Standard Time - Jan 13, 2022 11:30 AM Pacific Standard Time
Location To Be Determined

Maximize your savings, Minimize your taxes -  Successful business owners can greatly enhance their tax deductible and tax sheltered registered retirement savings with an Individual Pension Plan (IPP). Their company will have the opportunity to make tax deductible contributions far greater than the amounts that the participant could contribute to an RRSP. 

IPPs are the most tax-efficient registered retirement savings plan allowed under the Income Tax Act (“ITA”). Qualifying business owners, employed by their company and aged 40 and over, can accumulate significantly more, sometimes more than twice, when compared to an RRSP. 

Please join us for this exclusive webinar to learn about this valuable financial planning strategy - we will discuss the basic features of Individual Pension Plans, who can qualify to open an IPP, associated costs and other considerations. 

 

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