FJA Tuesdays - October 1, 2024

October 01, 2024 |Finucci Janitis Allen Wealth

Empowering Home Buyers, RBC Market Update, Cottage Estate Planning and Inflation, is it too soon to pop the Champagne?

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Immigration Nation: New Canadians are vital to an aging society

June 29, 2022 |Nathan Janzen, Claire Fan and Carrie Freestone

A wave of new Canadians is coming—and just in time.

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Making a Will: Six things to help you leave a lasting legacy

May 12, 2022 |RBC Wealth Management

Preparing a Will may be the most important legacy you leave. Here are some tips to get you started.

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Bryan & Sarah Beaumler talking to David Chilton in page

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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Bryan & Sarah Beaumler talking to david Chilton in page

The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will

October 08, 2021 |David Chilton

Hiring a professional instead of DIY isn’t just for home renos

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David Chilton and Bryan & Sarah Baeumler sitting on couch in page

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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happy-couple-looking-at-phone-in-page

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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senior-couple-going-through-paperwork-on-sofa-at-home-in-page

Talking to your parents about their estate plan

June 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Gary Weatherup

Do you have Mortgage Insurance? We need to talk.

May 06, 2020 |Gary Weatherup
Mortgage insurance typically gets set up when you start/renew a mortgage with a financial institution. The concept makes sense, which is why I see these policies all the time. “If the worst were to happen, the insurer would pay off your mortgage, so your...
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Charitable giving and foundations

April 20, 2020 |RBC Wealth Management Services

“Things to consider when setting up a charitable foundation.”

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