Son Kee Private Wealth

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Estate planning in today’s times: Four key elements

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

With a growing awareness and change in dialogue over the course of the pandemic, many are turning more attention to their estate plans. Here are some important considerations in protecting yourself and your loved ones.

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.

The Wealthy Barber on why a DIY approach for executors is often unwise

March 08, 2019 |Ryan Son Kee

“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?”

Seven questions you should ask before choosing a financial advisor

January 03, 2018 |RBC Dominion Securities

Choosing a financial advisor is one of the most important financial decisions you will ever make. Before entering into a partnership with any financial advisor, ask the following questions, and make sure you are comfortable with the answers.

Helping you help your family while reducing taxes

December 12, 2017 |Ryan Son Kee

According to the CRA, qualifying expenditures can include amounts paid for the support, maintenance, care, education, enjoyment and advancement of the child, including the child’s necessaries of life.

2017 year-end tax planning

November 22, 2017 |RBC Dominion Securities

Opportunities to reduce your 2017 tax bill

Do you have too much invested in fixed income?

November 14, 2017 |Ryan Son Kee

I see some big issues with how Canadians have their investment portfolios allocated. Do you incorporate CPP/OAS and your pension (if you have one), as part of your fixed income portfolio? If not, you should be!

When should you take CPP?

November 06, 2017 |Ryan Son Kee

It’s a question that is asked by most Canadians who are planning to retire. Here’s the secret, it depends!

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