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

May 12, 2022 |RBC Wealth Management

Preparing a Will may be the most important legacy you leave. Here are some tips to get you started.

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Three Will and estate planning facts that will surprise you

October 08, 2021 |David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

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The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will

October 08, 2021 |David Chilton

Hiring a professional instead of DIY isn’t just for home renos

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How family, real estate and business can complicate finding the right executor

October 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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How income splitting can create tax savings

July 12, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

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Client Newsletter Q2 2020

July 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.
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Talking to your parents about their estate plan

June 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.

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Charitable giving and foundations

April 20, 2020 |RBC Wealth Management Services

“Things to consider when setting up a charitable foundation.”

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Have you prepared and reviewed your Will?

March 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Here are two handy checklists of questions to address and aspects to consider.

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Thinking ahead for beneficiaries with disabilities

March 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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