Financial planning checklist for older Canadians

Financial planning checklist for older Canadians

February 01, 2024 |RBC Wealth Management

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

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person writing a will in page

I'm in my 20s—do I need a Will?

November 15, 2022 |Tony Maiorino, Vice President and Director – Head, RBC Family Office Services

As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.

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Does your family have a succession plan? Tips for maintaining family harmony

September 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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Podcast: Key details to consider in Will and estate planning

July 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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When should you review your will and estate plan?

April 22, 2020 |RBC Wealth Management Services

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”

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David Chilton in front of Trees

Why The Wealthy Barber won’t act as executor for even his closest friends

May 16, 2019 |Kelly Shorer

"Being asked to be an executor is an honour. But actually being the executor is a pain."

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David Chilton in front of Window

The Wealthy Barber on why a DIY approach for executors is often unwise

April 12, 2019 |Kelly Shorer

“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?”

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