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.

 

Why your art collection should be part of your estate planning

Why your art collection should be part of your estate planning

July 31, 2024 |RBC Wealth Management

Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.

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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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