Special events

We are pleased to host a variety of special events in person and virtually for our existing clients and those who would like to learn more about our team . Please contact us directly for any additional information.

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Blue tower viewer in front of a city.

Economic update with Brad Willock

Apr 26, 2022 12:00 PM Eastern Daylight Time - Apr 26, 2022 01:00 PM Eastern Daylight Time
Online via, Webex

During this live online event, Brad Willock, RBC Global Asset Management’s Vice President and Senior Portfolio Manager, North American Equities, will discuss the U.S. equity markets and provide context around some of the recent events and uncertainties that have unfolded over recent months. He'll touch on key topics including the potential for expansion, future earnings growth potential, and highlight some of the main risks to monitor as we look forward.

 

This event will be hosted online using WebEx and will include a live and interactive question and answer session with Brad!


Couple riding bikes along the waterfront.

Individual Pension Plan (IPP): An enhanced retirement strategy

Apr 20, 2022 01:00 PM Eastern Daylight Time - Apr 20, 2022 01:20 PM Eastern Daylight Time
Online via, BrightTALK

Find out more about IPPs as a potential retirement savings option for incorporated business owners, incorporated professionals or key employees. This session explores what an IPP is, who it may be well-suited for and how it works. We’ll also walk through a case-study to help you see an IPP in action.  


Family walking in a field towards a barn.

Farm Succession Planning: Estate and succession planning tools for farmers

Apr 13, 2022 01:00 PM Eastern Daylight Time - Apr 13, 2022 01:20 PM Eastern Daylight Time
Online via, BrightTALK

This session provides an overview on estate and succession planning tools specifically for farm owners and key planning aspects that farm owners and their families should consider. Find out more about the importance of farm succession planning, potential tax strategies, and tools that may be helpful for equalizing among farming and non-farming children as part of succession.


Close up image of a doctor in a lab coat holding a smart phone.

Wealth planning strategies for health care professionals

Apr 06, 2022 01:00 PM Eastern Daylight Time - Apr 06, 2022 01:25 PM Eastern Daylight Time
Online via, BrightTALK

This online seminar focuses on timely strategies that may be effective during each stage of owning a health care practice. Learn about strategies to consider when you’re building and accumulating wealth, selling your practice and planning for retirement. We’ll also look at strategies to help you transfer wealth to the next generation tax effectively.


U.S. tax exposure: Broader than you can imagine

Mar 23, 2022 01:00 AM Eastern Daylight Time - Mar 23, 2022 01:20 PM Eastern Daylight Time
Online via, BrightTALK

Do you have an investment portfolio that contains U.S. stock? Do you own U.S. real estate, such as a vacation property or a rental property located in the U.S.? Do you have U.S. citizenship? Find out how certain connections you have to the U.S. may expose you to the U.S. tax system. In this session, we look at the U.S. tax system, provide examples of connections that may create U.S. tax exposure, and highlight important tax and planning considerations.


Will and estate planning: Exploring the fundamentals

Mar 16, 2022 01:00 PM Eastern Daylight Time - Mar 16, 2022 01:30 PM Eastern Daylight Time
Online via, BrightTALK

For many, having conversations around estate planning can, understandably, be difficult. Learn more about how proper estate planning can help offer protection and peace of mind for you and your loved ones at every phase of life.


Three women talking

International Women's Day #BreakTheBias

Mar 09, 2022 01:00 PM Eastern Standard Time - Mar 09, 2022 02:30 PM Eastern Standard Time
Online via, WebEx

Our International Women's Day event will be virtual this year. We look forward to introducing you to our three extraordinary panelists, Emma Rogers, Chief Executive officer of the Children’s Foundation Guelph and Wellington, Lauren Power, Wine Expert with Tre Amici Wines, and Manjit Sharma, a Corporate Director who currently serves on the boards of Export Development Canada, Vermilion Energy Inc., and the GE Canada Pension Investment Committee.

This event will be hosted on WebEx. We also encourage you to get involved in the conversation using Slido. Click here to submit your questions for our panelists, password: rtfp8o


 

Wealth planning guides

Explore a range of handy resources designed to help you make the most of your financial life. Please contact us directly with any additional questions.

Family wealth guide

Discover 10 strategies to build and protect your family’s wealth.

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Business owner’s guide

Uncover 10 key financial decisions for business owners to consider.

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Estate planning guide

Plan for tomorrow today and learn how to leave a lasting legacy for your family.

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Tax reporting guide

Find a summary of important dates and required tax information.

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DS statement guide

Learn how to read your DS statements, from activity pages to your portfolio review.

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Financial planning facts

Explore handy financial planning facts, from contribution limits to tax rates and more.

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GIC rates

Discover fixed or variable rates of interest for Guaranteed Investment Certificates.

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Market volatility

Explore how a diversified portfolio can help protect you from market volatility.

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