A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

 July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

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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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Paul's Prose May 2024

 May 29, 2024 |Paul Monette
Taxes Let’s face it, we all want to be considered “glass half full” people….but when it comes to taxes, it seems the glass keeps dipping below that 50% mark!! Enough already. (So, my first draft went on to rant about bureaucracy – but Paul’s Prose is...
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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

 April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Paul's Prose January 2024

 January 21, 2024 |Paul Monette
Welcome to 2024!! 2024? How did that happen? Just yesterday I was in grade six playing scrub at recess. (Bonus returns if you know what scrub is… WITHOUT Googling it! ). Well, 2023 was quite the ride in the markets, ups and downs and ups again thanks...
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Paul's Prose September 2023

 September 18, 2023 |Paul Monette
(Past Due Edition … oops) Think Again I often ask Kristin if I am due for a Paul’s Prose and the answer is usually “Well sort of!” However, this time the answer was “abso-freaking-lutely!” Perhaps I just didn’t have much to say? Wait, that can’t be it...
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