Simplifying Wealth

Have you ever wondered what your financial future looks like?

Most in the field of personal finance agree that financial planning is an essential part of keeping your finances on track. For many people, though, a full financial plan can be expensive, time-consuming to prepare, and generate complicated output not appropriate in all situations. Wouldn’t it be nice if there were a simpler way to get a holistic view of your changing wealth management needs and track progress towards meeting your future financial goals?

Introducing RBC Wealth Management’s myGPS™
myGPS™ offers a prioritized view of your financial goals and recommends solutions to help achieve your wealth management needs.

Goals: A wealth planning solution to identify and report on your goals

Priorities: An integrated approach that pulls everything financially important into one place, enabling you to define and prioritize your milestones

Solutions: An advice approach that helps identify opportunities and solutions on how to pursue those opportunities

myGPS™ isn’t a financial plan. Rather, it is a report on things you already know (for example, your income, the equity in your house, the current value of your investments, and your annual taxes and expenses) projected into the future based on a set of assumptions about what may happen in the future (for example, the expected average rate of inflation, your long term goals and how much you intend to spend in retirement).

Learn more about myGPS™ here. 

Contact us today for your personalized myGPS™ assessment. 

Simplifying your wealth is one click away.

2024 Tax & Planning Facts

Contact us today for a copy of the 2024 RBC Wealth Management Tax and Financial Planning Facts along with a complimentary guide to tax planning for individuals, seniors, high income earners and business owners:

Client Guide to 2023 Tax Reporting - This guide highlights important dates and required tax information to help prepare your annual tax return.

Tax Planning for Seniors - This guide discusses financial planning considerations for seniors and offers an overview of commonly used strategies.

Tax Planning for High Income Earners - Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds $200,000.  This article highlights a list of tax minimization strategies to consider with a qualified tax advisor.

Tax Planning for Business Owners - If you own an active business through a private Canadian corporation, you may find the following tax planning checklist helpful.

How can we help?

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Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Headshot of Lampros Parousis

Lampros Parousis, MBA, FEA, CIM, CIWM

Investment Advisor

Phone Number416-534-1295
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