The Proposed Capital Gains Inclusion Rate Change – What We’re Doing.

June 13, 2024 |Joanne Livingston
The Federal Government has finally released draft legislation for the proposed changes to the capital gains inclusion rate. As you may recall, beginning June 25th, the government proposes to increase the amount of capital gain an individual includes in...
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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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Keeping You Informed – Wills, Powers of Attorney and Naming a Trusted Contact

July 06, 2022 |Joanne Livingston
Earlier this year I sent out a note to introduce Suzanne Pellerin. Suzanne joined the team in January from LaBarge Weinstein LLP where she had practiced law for 8 years in the areas of wills, estates, and taxes. In the past few months, she has applied...
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An integrated approach to wealth planning with myGPS™

October 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

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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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How to empower older Canadians with personal and financial planning

COVID-19: How to empower older Canadians with personal and financial planning

June 16, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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Podcast: Planning for an estate freeze or re-freeze

June 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Estate freeze planning

Estate freeze planning

April 27, 2020 |RBC Wealth Management Services

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

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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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