Wilson Private Wealth Management - Managing your wealth

Wealth Management extends beyond investment advice and money management. It allows you to protect your wealth, plan your retirement and create your legacy. We invite you to use any of the following publications that may be of value to you.

Family Wealth Management Guide

10 strategies to build and protect your family's wealth

When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

The Family Wealth Management guide covers topics such as:

Managing your higher tax burden
Reducing additional risks such as lawsuits
Avoiding the common pitfalls of owning vacation property
Minimizing taxes when passing on family assets
Teaching financial responsibility to younger family members

Family Wealth Management guide

RBC Dominion Securities Retirement Checklist

Are you ready for retirement?

If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list. To help you keep track of all the critical details, and ensure you’re ready for a successful retirement, check out our Retirement Checklist.

It can help you:

Maximize government benefits
Manage RRSPs, RRIFs and Locked-In Accounts
Understand employee pensions and benefits
Coordinate your non-registered assets
Enhance your estate plan

Settling an Estate

Everything you need to know about estate planning

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

Better understand your choices and make informed decisions with our complimentary estate planning guide.

It will help you understand important topics such as:

Having valid and current Wills for all adults in the family
Evaluating insurance coverage
Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
Planning charitable gifts

Estate Planning Guide

Estate planning guide

Business Owners Guide

10 key wealth planning decisions for business owners

Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The business owner’s guide to wealth management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey, including:

What is the best structure for your business?
How can you reduce taxes?
What should you do with surplus cash?
What can you do to prepare for the unexpected?
Do you have an exit strategy or succession plan to transition into retirement?
How can you keep your business in the family?

Business owner's guide

Tax Planning Guide

Helping you prepare your tax return

A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. View the Tax Reporting Guide now.

The Tax Reporting Guide features:

Tax mailing dates

Mailing dates for RBC Dominion Securities tax packages.

Tax information checklist

A useful reference outlining all the Canadian and U.S. tax information slips and supporting documents you may receive from RBC Dominion Securities, including descriptions of how to use them.