David Agnew in page

Health care planning is part of investment planning in pandemic era, RBC wealth head says

May 30, 2022 |Clare O'hara, Wealth Management Reporter, The Globe & Mail

Financial advisers are now incorporating health care planning into the conversations they are having with clients as part of their long-term financial goals.

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Worried about your health as you age? Create a care plan

January 27, 2022 |RBC Wealth Management

A care plan helps families understand and budget for the different types of care an older adult may need.

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Three Will and estate planning facts that will surprise you

October 08, 2021 |David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

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How family, real estate and business can complicate finding the right executor

October 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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Fresh pesto beans & greens orzo

July 22, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services
Perspectives - Volume 9, Issue 1 – 2021 Recipe information Prep time: 15 minutes Cook time: 15 minutes Serves: 4 Nutritional breakdown (per serving) Calories: 531 Protein: 20 g Carbohydrates: 78 g Fats: 16 g Fibre: 6 g Ingredients ¼ lb. ¼ lb. 2 cups 1...
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Thai green curry chicken

July 22, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services
Perspectives - Volume 9, Issue 1 – 2021 Recipe information Prep time: 10 minutes Cook time: 25 minutes Serves: 6 Nutritional breakdown (per serving) Calories: 853 Protein: 51 g Carbohydrates: 87 g Fats: 34 g Fibre: 6.4 g Ingredients 2 tbsp. 3 tbsp. 3...
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Incorporating wellness practices into your everyday

July 20, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Tips for using yoga, meditation and mindfulness to help boost and maintain your overall well-being.

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Do you have a strategy for your charitable giving?

July 15, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

How reflecting on your charitable values and incorporating the right planning can help you make a more meaningful impact over time.

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Teaching your kids about financial literacy

July 13, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

From earning and saving to budgeting and investing, here are some age-specific financial literacy tips for kids, teens and young adults.

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How income splitting can create tax savings

July 12, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

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