young girl hugging grandmother

Have you prepared and reviewed your Will?

Mar 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Here are two handy checklists of questions to address and aspects to consider.

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person in wheelchair

Thinking ahead for beneficiaries with disabilities

Mar 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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In the face of loss: Handling an estate and stepping in as sole financial decision-maker

Mar 13, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.

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Redefining your estate in the digital age

Mar 10, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out how the digital shift may impact how you plan your estate, and tips for pre-planning your digital assets.

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A Financial To Do List

Jan 13, 2020 |Katie McIntyre
For me a day doesn't pass by without a list being written. I feel more organized using lists and I feel successful ticking items off the list! Successful people tend to work off to-do lists with a strong determination to complete each item on the list...
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We need to talk about capital gains and losses versus the Lifetime Capital Gains Exemption (LCGE)

Jan 31, 2019 |Sarah Timm
In my experience with financial planning, it seems one of the most misunderstood topics is that of capital gains and losses, in particular where the Lifetime Capital Gains Exemptions (LCGE) fits into this conversation. I often hear varying interpretations...
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Charitable Intent? 'Tis the Season!

Dec 17, 2018 |Sarah Timm
With the Holiday season upon us we are reminded of goodwill to others and we should all take time to reflect on our daily blessings and the impact we can have on those less fortunate. This holiday season, the McIntyre Group has sponsored a family of five...
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