Journal

How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind

Have you or your children been putting off making a Will? RBC’s new collaboration with Epilogue Wills offers an easy, affordable way to create a simple Will and basic estate planning documents online. Plus, your family can save 20% until Dec 31, 2023

In December, Rossi completed her final examinations and has received her Chartered Life Underwriter designation. The Chartered Life Underwriter (CLU) designation has been widely recognized for 90 years as a superior mark of excellence in the financial...

In the end, the rollercoaster that was 2020 left Canada’s housing market more or less where it started the year: full of bidding wars, escalating prices and exasperated buyers unable to find a home they can afford. The pandemic changed some dynamics—it...

For those of us that live in Kelowna; winter arrived early this week with a blanket of snow. As many of you may know I am a big believer in the importance of expressing gratitude. As 2017 draws to a close I decided it would be fun to provide each team...

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