April Newsletter

May 21, 2025 |Mauricio Bonaguro, CFA, CIWM

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Making a will: Six things to help you leave a lasting legacy

September 17, 2024 |Mauricio Bonaguro
Neglecting to make a Will, or to keep it updated, is a common financial mistake — and thankfully easily remedied. Preparing a Will may be the most important legacy you leave. Here are some tips to get you started. Click here to access the article If you...
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Why your art collection should be part of your estate planning

Why your art collection should be part of your estate planning

July 31, 2024 |RBC Wealth Management

Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.

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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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