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.

Read more
David Chilton Royal Trust logo

The Wealthy Barber’s tips for choosing the right executor

Aug 19, 2020 |RBC Wealth Management

“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”

Read more
David Chilton Royal Trust logo

The Wealthy Barber on how a cottage can complicate estate planning

Aug 13, 2020 |RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

Read more
David Chilton Royal Trust logo

Named as an executor? The Wealthy Barber thinks it's important to know what you're getting into

Aug 07, 2020 |RBC Wealth Management

“If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.”

Read more

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.

Read more

Client Newsletter Q2 2020

Jul 09, 2020 |Randall-Roberts Wealth Management
Randall-Roberts Wealth Management invites our clients to read our Q2 2020 newsletter where we provide our thoughts on global markets, introduce new team members and announce new client services. Please click here to view the letter.
Read more
David Chilton Royal Trust Logo

The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 |RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

Read more
How to empower older Canadians with personal and financial planning

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

Jun 15, 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.

Read more

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.

Read more
senior-couple-going-through-paperwork-on-sofa-at-home-in-page

Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

Read more