Providing greater transparency - Performance Reporting

Nov 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

Nov 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?

Nov 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!

Nov 19, 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

Nov 01, 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?

Nov 01, 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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