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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 Outlook

Bonds are back.

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It'll be OK...

December 22, 2018 |Joshua Opheim

After several rocky weeks, the media, with its usual penchant for drama, is saying we're on track for “The Worst December Since the Great Depression.” While that certainly sounds scary, you will be OK!

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Strategy 5 – Risk management

December 22, 2018 |Joshua Opheim

Ensure your family’s continued financial security

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Strategy 9 – Family income splitting

December 22, 2018 |Joshua Opheim
Strategy 9 – Family income splitting Reduce your family’s tax burden There are two reasons why income splitting is so important in Canada to reduce the family’s tax burden: Canada’s tax system is based on graduated tax rates Everyone in Canada has a tax-free...
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Strategy 2 – Consolidation of assets

December 21, 2018 |Joshua Opheim

Simplify your financial life

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Strategy 3 – Financial education for children

December 21, 2018 |Joshua Opheim

Raise financially responsible children

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Strategy 4 – Effective use of surplus assets

December 21, 2018 |Joshua Opheim

Protect your assets from taxes and creditors

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Strategy 6 – Vacation home planning

December 21, 2018 |Joshua Opheim

Maintain family harmony while reducing taxes

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Strategy 7 – Charitable giving

December 21, 2018 |Joshua Opheim

Make the most of your family’s charitable legacy When it comes to charitable giving, you have a number of different options that can help you achieve your philanthropic goals, while at the same time providing you with some tax relief.

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Strategy 8 – Testamentary trusts

December 21, 2018 |Joshua Opheim

Manage the transfer of your estate

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Strategy 1 – Comprehensive financial planning

December 21, 2018 |Joshua Opheim

Gain confidence in your family’s financial future

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