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.

 

Executive summary: The biotech revolution and longevity

 September 05, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Life reimagined: The biotech revolution and longevity

 August 29, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

 March 06, 2025 |Frances Donald and Cynthia Leach
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...
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How income splitting can create tax savings

How income splitting can create tax savings

 January 01, 2025 |RBC Wealth Management

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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