Leanne Kaufman, Matter beyond wealth

Those with special needs, need special planning

March 15, 2023 |Leanne Kaufman

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

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How family dynamics can impact your estate plan

March 02, 2023 |Leanne Kaufman

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

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What is gendered ageism?

February 15, 2023 |Leanne Kaufman

Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.

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DIY executor help is here

February 02, 2023 |Leanne Kaufman, President and CEO, RBC Royal Trust
We know there are many executors1 today who need help but don’t know where to turn. In our experience, there are many executors who are not prepared to fulfill the role, which can be daunting—70 to 100 individual tasks that need to be undertaken depending...
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David Chilton

The Wealthy Barber David Chilton Serves Up a Wealth of Financial Knowledge

February 02, 2023 |Diane Amato
David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...
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Would you create a digital Will?

February 01, 2023 |Leanne Kaufman

The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?

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The race to deal with dementia in Canada

January 18, 2023 |Leanne Kaufman

Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.

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The Last Word

January 18, 2023 |Counsellor Quarterly – Winter 2023

New year, new inspiration, new resolution

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President’s Message

January 18, 2023 |Counsellor Quarterly – Winter 2023
2022 was a challenging year, with most leading economies experiencing significant increases in inflation, while also suffering the dual negative impact of the rising interest rates designed to quell it. Key central banks, from the U.S. Federal Reserve...
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Market insights: Year in review and 2023 outlook

January 18, 2023 |Counsellor Quarterly – Winter 2023
Looking back “Unprecedented” was a word many of us added to our vocabulary at the start of 2020 as COVID-19 spread around the world, resulting in lockdowns and other changes to our “normal” lives. Just as we all thought we’d heard the end of the word...
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