Estate Planning for your TFSA

When creating your estate plan, it is important to consider what happens to your Tax Free Savings Account. You should consider your personal situation and family dynamic carefully and make decisions based your current circumstances. You should also review all of your beneficiary and successor holder designations regularly to ensure that they are up to date and reflect your wishes. Click here to read a helpful article which outlines the types of beneficiaries you can designate, the difference between a beneficiary and a successor, and the possible tax implications of both situations.

Spring 2020

Views on the global financial markets and insights on managing your wealth.

COVID-19
Uncertainty everywhere

How the pandemic is affecting global equity markets – and how things can improve in 2021.

Read more

SPECIAL REPORT
A very different kind of crisis

Why there may be more market volatility in store for investors – both to the downside and to the upside.

Read more

INVESTMENT OUTLOOK
Global Insight

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

PERSPECTIVE
RBC CEO: Now’s the time to shape the economy of tomorrow

How to make Canada a more self-reliant country in the aftermath of the coronavirus pandemic.

Read more

FINANCIAL PLANNING
Wealth planning strategies during a downturn

Tax, estate and financial planning opportunities to explore and set you up for long-term success.

Read more

TAXES
Tax filing extensions due to COVID-19

New deadlines for filing taxes and making payments.

Read more

ECONOMY
Breaking down the government’s COVID-19 response

Analysis of the unprecedented measures intended to stabilize the economy and provide support for Canadian workers and businesses.

Read more

ONLINE SERVICES
Managing your finances during COVID-19

While we’re working remotely, we can still help you manage your finances.

Read more

FRAUD PROTECTION
Six ways to protect yourself from COVID-19 scams

Situations like COVID-19 can make people more vulnerable to scams – and more attractive to scammers.

Read more

RBC DISRUPTORS
How a Canadian company used AI to detect the coronavirus

Early warning system sent an alert days before the World Health Organization.

Read more

 

 

GIC rates

The latest GIC rates from various financial institutions.

Download

Recent Posts

Now Available - Electronic Delivery of Tax Forms

Nov 07, 2018 | Darmidy Goodine

Beginning in January of 2019, you will now have the option of receiving your RBC Dominion Securities tax documents through your DS...

Read more

Digital Legacy and your Estate

Jul 05, 2018 | Darmidy Goodine

You spend a lot of time with your advisor discussing your financial goals now and for the future, and that often involves your estate...

Read more