Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

Financial Planning: Nine Key areas of focus

When you think about your finances, there are likely a number of factors that make up the overall picture. And, over time, these pieces may change as your life or circumstances evolve. Whether you’re a recent grad or early in your career, an individual with a busy family household, or a longtime professional or business owner, periodic financial check-ins can offer a range of benefits.

Here are nine financial “to-dos” that can help put you on the right track to achieving your goals.

Financial Planning Steps

Estate Planning in today's times: Four key elements

Life can be unexpected. For so many, this saying has never resonated as strongly as it has during 2020 and 2021. With the difficult realities of the COVID-19 pandemic and the significant impacts experienced, these times have caused many Canadians of all ages to reflect on what matters most. These times have also shown the importance of being prepared to the degree that’s possible, having your affairs in order and the peace of mind that proper planning offers. 

Estate Planning