We are All Planners!

Sep 16, 2021 |Livingston Wealth Management
We are all planners! What separates us humans from the animal kingdom is our ability to reason, plan, and think about the future. We humans – unlike the rest of this planet's sentient beings are forever contemplating what will happen next. Though these...
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Do I need an Estate Plan?

May 04, 2021 |Dawn Anderson
You can’t read a paper or watch a TV show without some kind of Estate Plan solicitation. But what does that even mean and do you really need one? We would say a resounding “Yes” and these are the What’s and the Why’s. An Estate Plan is not a specific...
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An integrated approach to wealth planning with myGPS™

Oct 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

Sep 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

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

Jun 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

Jun 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

Apr 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?

Apr 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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