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Estate planning in today’s times: Four key elements

July 12, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

With a growing awareness and change in dialogue over the course of the pandemic, many are turning more attention to their estate plans. Here are some important considerations in protecting yourself and your loved ones.

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Have you prepared and reviewed your Will?

March 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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Thinking ahead for beneficiaries with disabilities

March 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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Redefining your estate in the digital age

March 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

January 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)

January 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!

December 18, 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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