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Listen to Stephen Wiffen, CFP, CLU, CH.F.C, Estate Planning Specialist review how insurance can be used to help protect and preserve your Estate. Planning is crucial in knowing your options to help reduce any risks to your estate. Should you have any questions, please feel free to reach out to any of our team.
Our featured guest experts are both from Royal Trust: Susan Macdonald, STI, MTI, TEP, Senior Trust Advisor, Royal Trust Corporation of Canada, and Elaine Blades, J.D., TEP, Senior Manager, Professional Practice Group. They go through some specifics to be aware of with naming or acting as an Executor or Power of Attorney. Should you have any questions, please feel free to reach out to any of our team.
Shannon Row-Ewing, Will and Estate Consultant, walks us through the basics of Estate Planning, reviewing and providing information on Wills and Power of Attorney.
Should this video raise any questions, please feel free to reach out to any of our team members and we would be happy to help.
Estate and Financial planning should be relevant and simple. In addition to evaluating and implementing your investment plan, your estate and tax plans should also be reviewed on a regular basis.
We go through a well-defined process to help you set your goals, and help to make the right decisions for you and your family. We help you implement each aspect of your plan, and work closely with your other professional advisors including your accountant and lawyer.
We then help you monitor your progress and adjust your strategy as you move through each of life's milestones. We want to be there to see you reach your goals.
Our objective is to make the planning process simple and help you understand what each aspect means to you.
RBC Wealth Management brings together the solutions you need in key areas such as financial planning, private banking, investment management and estate and trust services.
Your financial planning facts for 2024.
This article will provide you with a list of 10 financial to-do’s. With the help of your RBC advisor, you can start to check off all 10 items on the list and improve your financial health.
Each year, thousands of Canadians face the reality of needing long term care services – either for themselves or for a family member. The key is being prepared, no matter what may come our way.
