Will & Estate Planning

Join Mike, Trish & Tracey Goldie, Vice President, Estate Planning Specialist, as they discuss the importance of Will & Estate Planning.

Segregated Funds

Join Mike, Trish & Jules Kerlinger, Senior Manager, Insurance Wealth Solutions, as they discuss the benefits of Segregated Funds and Guaranteed Interest Accounts (GIAs).

 

The Importance of Financial Planning

Listen to Mike, Trish & Daryl discuss how they use financial planning to help their clients.

 

Structured Notes

Join Mike & Scott McBurney, Managing Director, as they have an interesting discussion on the topic of Structured Notes.

 

Does your family have a succession plan? Tips for maintaining harmony

 May 01, 2024 |RBC Wealth Management

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

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You have a business plan. What’s your retirement plan?

 May 01, 2024 |RBC Wealth Management

Planning options to consider in building a retirement nest egg as a business owner.

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Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

 May 01, 2024 |Nathan Janzen and Claire Fan
Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....
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