Bare Trusts - What You Need to Know

Our Two Cents

March 28, 2024 |Finucci Janitis Allen Wealth

You may not have heard of the new filing requirement by Canada Revenue Agency regarding bare trusts, but if you are a joint account holder on a bank account, investment account or real estate, the requirements may pertain to you.

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Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

November 29, 2023 |RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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Video: Are you an executor? Three reasons why you should get help

Video: Are you an executor? Three reasons why you should get help

November 29, 2023 |RBC Wealth Management

The Wealthy Barber on why executors should consider getting help from the professionals.

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Estate planning: Report reveals many Canadians are not prepared

May 18, 2023 |RBC Wealth Management

Many Canadians have not created a Will, appointed a power of attorney or started estate planning. Learn about the survey conducted to find out why.

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Matters beyond wealth

Leaving a lasting legacy for your kids and grandkids

May 10, 2023 |Leanne Kaufman

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

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RBC Wealth Management | Executor kit for settling an estate

May 02, 2023 |Gary Weatherup

How do I settle an estate? What is an executor? What steps do I have to follow as an executor? Can RBC help me with my parent's estate?

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Six steps to help keep your brain healthy

April 28, 2023 |Leanne Kaufman, President and CEO, RBC Royal Trust

Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy

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David Chilton

Video: Does your executor have financial skills? Why the Wealthy Barber thinks they should

April 26, 2023 |David Chilton

Will and estate planning tips for multiple generations

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Maater beyond wealth podcast logo

Strategies for caregivers to avoid burnout

April 12, 2023 |Leanne Kaufman

Tips to deal with the challenges and uncertainty of caregiving

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Do you have a trusted contact person?

March 29, 2023 |Leanne Kaufman

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

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