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Investment, tax and lifestyle perspectives

Perspectives highlights topical issues relevant to investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

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Research and insights

A wealth of knowledge at your fingertips. Analysis and insights from our experts into the trends, forces and factors shaping the world and your wealth.

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Global insight monthly

This month's commentary on capital markets and investment opportunities.

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Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

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Global Insight 2024 Midyear Outlook

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Providing greater transparency - Performance Reporting

 November 30, 2018 |Joshua Opheim

There’s a new initiative called the “Client Relationship Model” that is designed to provide investors with greater transparency on their costs and performance.

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Family business succession planning

 November 30, 2018 |Joshua Opheim

Watch the following video to learn how RBC Wealth Management helped two clients, Donna and Norm, design a customized business succession plan for their family.

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What is wealth management?

 November 30, 2018 |Joshua Opheim

The term is thrown around casually, but what does it actually mean for you?

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You might not have $100 million, but... you can invest like you do!

 November 20, 2018 |Joshua Opheim

Having your money managed by institutional money managers is in your best interest, however until recently with RBC, this has traditionally been only for the ultra wealthy.

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Keeping it in the family: managing conflict through planning

 November 02, 2018 |Joshua Opheim

With statistics indicating that approximately 60 percent of Canada’s business owners (of small- and mid-sized enterprises) are aged 50 or over, business succession may be getting closer on the horizon for many.

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

 November 02, 2018 |Joshua Opheim

A family-owned business often represents more than half the value of the owner’s estate. Consequently, if much of your net worth is tied up in the business, you may not be as well-diversified as those who have a more traditional retirement portfolio.

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