Winter 2019

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

GLOBAL INSIGHTS MONTHLY
We’re in the “correction” camp

While the market’s deep drop put investors on edge, we see the correction giving way to a renewed advance in share prices.

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ECONOMY
RBC Economics: Navigating 2019

Not since the financial crisis have markets ended the year with such uncertainty as they did in 2018. Discover nine big insights for the year ahead.

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INVESTING
Global Insight 2019 Outlook

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2019.

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SPECIAL REPORT
Humans wanted 

Canadian youth are entering the world of work just as it’s being transformed. How can they prepare for what’s coming next?

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TAX PLANNING
Ten strategies to pay less tax in retirement

Are you retired or a soon-to-be retiree? These ten strategies can help maximize your after-tax retirement income.

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EQUITIES
Coping with the correction

While the correction has frayed investors’ nerves and could persist, it doesn’t necessarily mean it’s heralding the demise of the bull market.

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PORTFOLIO ADVISOR
10 years after: Lessons learned from the financial crisis

The 10th anniversary of the Great Recession provides important lessons for investors looking to make the right choices in today’s volatile markets.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Fall 2018

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

GLOBAL INSIGHTS MONTHLY

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

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SPECIAL REPORT
Housing trends and affordability

Buying? Selling? Staying put? RBC Economics’ latest report offers insights on current trends across Canada.

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TAX PLANNING
Year-end opportunities to reduce your 2018 
tax bill

Avoid the old April regret by reviewing this summary of key year-end tax planning strategies to help minimize your tax bill.

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BUSINESS OWNERS
Professional practice incorporation

Is incorporating your professional practice right for you? Points to consider when making your decision.

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PERSPECTIVES MAGAZINE
Business owner special edition

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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ESTATE PLANNING
Naming your TFSA beneficiary

Learn why it’s important to carefully consider who you choose as the beneficiary of your TFSA.

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PORTFOLIO ADVISOR
A new horizon: planning for 100

Longer lives are leading Canadians to rethink their investment plans to help ensure they don’t outlive their savings.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Summer 2018

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

GLOBAL INSIGHTS MONTHLY
European equity downgrade: continental drift

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

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SPECIAL REPORT
The new Canadian legacy

For many high-net-worth individuals in Canada, legacy is no longer their name on a hospital wing or performing arts building. What does this mean for the future of giving? Find out in a special report conducted by The Economist Intelligence Unit, commissioned by RBC Wealth Management.

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FINANCIAL PLANNING
Home economics: Canadian real estate vs. Canadian equities

Despite popular belief, owning domestic equities has been a great way to grow wealth compared with select Canadian real estate markets over the past 25 years.

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PERSPECTIVES MAGAZINE
Generations taking care of generations

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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FIXED INCOME
Global currency outlook

Twelve-month forecasts suggest further gains in the U.S. dollar will be strongest against the British pound and the Canadian dollar, while the euro and yen should fare better.

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ESTATE PLANNING
Estate planning health-check questionnaire

Identify any estate plan gaps, and help avoid any potential legal and financial challenges with this quick “health-check” questionnaire. Quebec version.

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PORTFOLIO ADVISOR
Wealth and inflation… what’s the relation?

Imagine needing a wheelbarrow of cash to buy a loaf of bread. While that’s an extreme case, inflation is an important concern for Canadian investors, especially as it’s been creeping up.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Spring 2018

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

GLOBAL INSIGHTS MONTHLY
An old risk awaits offstage

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

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SPECIAL REPORT
Emerging markets outlook

In 2017, emerging-market equities had their best year since 2009 – is there still room to grow?

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FINANCIAL PLANNING
2018 financial planning checklist for seniors

A checklist of financial planning considerations for seniors and some commonly used strategies.

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BUSINESS OWNERS
Passive investment income in a private corporation

The federal budget was released, replacing earlier proposals with new rules. What does this mean for Canadian-controlled private corporations?

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ESTATE PLANNING
U.S. estate tax for Canadians

Assessing exposure and possible strategies for Canadians owning U.S. assets.

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PORTFOLIO ADVISOR
Cryptic cryptocurrency

A short explainer on mysterious terms like "blockchain," "cryptocurrency" and "bitcoin."

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Winter 2018

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

GLOBAL INSIGHTS MONTHLY
A less taxing situation

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

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SPECIAL REPORT
Global Insight Outlook 2018

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2018.

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PERSPECTIVES MAGAZINE
Peace of mind with giving

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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BUSINESS OWNERS
Update on private company tax proposals

What’s in and what’s out with respect to the federal government tax changes for Canadian-controlled private corporations.

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TAXES
Tax planning strategies for high income earners

Tax minimization strategies for those earning $200,000 or more to consider with their professional tax advisor.

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PORTFOLIO ADVISOR
Saving for retirement is easy – try spending it

Helpful tips for when pensions replace salaries, RRSPs become RRIFs and it’s time to dip into your nest egg.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Fall 2017

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

GLOBAL INSIGHTS MONTHLY

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

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FEATURED ARTICLE
Fast track to the future

Disruptive technologies are bringing cutting edge products and services to consumers, forcing incumbents to transform their business models.

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BUSINESS OWNERS
The business owner's guide to wealth management

The life cycle of a business and its owner – from structuring a business to selling it, and everything in between.

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CURRENCY MARKETS
Update on the Canadian dollar

A look at this summer’s dramatic rise in the value of the Canadian dollar and where it’s headed next.

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ESTATE PLANNING
Joint ownership accounts

Before you open a joint account, it is important to understand the different options, how they operate, and the potential benefits and drawbacks.

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PORTFOLIO ADVISOR
Raising rates, raising questions

With the Bank of Canada raising rates twice this past summer, we look at four ways higher rates may affect investors.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Summer 2017

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

GLOBAL INSIGHTS MONTHLY

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

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PERSPECTIVES MAGAZINE
Multi-generational family wealth management

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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BUSINESS OWNERS
Selling the business checklist

A checklist of Canadian tax and financial planning strategies to consider before selling your business.

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RETIREMENT INCOME
Income splitting and the attribution rules

A look at income-splitting strategies to help leave your family with more.

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REAL ESTATE
Canadian owners renting or selling U.S. real estate

Learn more about the U.S. tax issues faced by Canadians who earn rental income from or sell U.S. real estate property.

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PORTFOLIO ADVISOR
History lessons

What investors can learn from Canada’s 150th birthday.

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FIXED INCOME
Exploring a new world of bonds

The potential benefits and role of global bonds in a well-diversified fixed income portfolio.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Spring 2017

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

GLOBAL INSIGHTS MONTHLY

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

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FEATURE ARTICLE
Old Age Security and other government income sources

Frequently asked questions about government benefits for those approaching 65 years of age.

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BUSINESS OWNERS
Salary versus dividend income

The tax implications and non-tax considerations that are important when deciding which form of remuneration to choose.

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TAX-EFFICIENT SAVING
How the TFSA can help you reach your financial goals

Everything you need to know about this flexible savings vehicle.

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SPECIAL REPORT
Brexit: The Road to Exit

This article serves as a reference point and helps answer questions that may arise as Great Britain’s exit process grows more involved.

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PORTFOLIO ADVISOR
Naming your executor

Seven common pitfalls and how to avoid them.

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RETIREMENT
RRSP strategies at 71

RRSP strategies that can be used, even after 71, as long as you still have RRSP contribution room or continue to make room.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Winter 2017

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

GLOBAL INSIGHTS MONTHLY

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

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FEATURE ARTICLE: Early 2017 tax tips

A summary of tax strategies that have deadlines in early 2017.

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SPECIAL REPORT: Global Insight Outlook 2017

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2017.

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PERSPECTIVES MAGAZINE: Managing wealth and change – Volume 4, Issue 2

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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PORTFOLIO ADVISOR
Why pay more taxes today?

How retirees can generate more after-tax dollars in the long-run by paying a little more tax today.

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RETIREMENT: Locked-in retirement plans

Understand your locked-in plan to maximize your retirement benefits.

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MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Fall 2016

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

GLOBAL INSIGHTS MONTHLY

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

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FEATURE ARTICLE: Running on Empty

While monetary policy has not been exhausted, it is becoming clear there may be limits to what the Fed can do.

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SPECIAL REPORT: U.S. residency – Canadians travelling to U.S. beware

Being aware of U.S. residency and income tax rules can help you avoid unpleasant surprises and costly penalties.

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PORTFOLIO ADVISOR: House rich, retirement poor

Why your family home is not a retirement plan.

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INVESTMENT INDUSTRY
What is CRM2?

Answers to investor questions about new industry regulations coming into effect.

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INVESTING: Digital disruption

Waves of change are pushing the U.S. Technology sector across the digital frontier and opening up attractive investment opportunities.

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RETIREMENT CHECKLIST
Making the most of your retirement

A handy listing of the financial considerations facing those who are approaching retirement, or have already retired.

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MARKET INSIGHTS: Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Summer 2016

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

GLOBAL INSIGHTS MONTHLY

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

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WATER MANAGEMENT: The Bridge to Growth

How water flows through economic growth and ripples across investment themes.

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PORTFOLIO ADVISOR: Protecting your digital assets

How you can help protect your digital assets, and the digital legacy you leave behind.

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MARKET INSIGHTS: Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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PERSPECTIVES MAGAZINE: VOLUME 4, ISSUE 1
You and finances: Discussing money

Volume 4, Issue 1 of Perspectives is now available, featuring investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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SPECIAL REPORT: Five key questions to consider in wealth planning

A “back to basics” look at key wealth management concepts, including mortgage debt, what to do with an inheritance and planning your sources of retirement income.

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