In this year’s first edition of RBC’s Perspectives, we discuss investing, tax and the stages of life concerning financial planning.

It’s always important to spend some time and reevaluate your approach to planning, and the big picture of your financial goals in the grand scheme of things. Certain stages of life bring on new circumstances to planning and to what matters most as you transition through each stage.

In the newest edition of RBC’s Perspectives reports, we highlight some important features concerning building sound financial management skills in preparation to your ongoing financial planning initiatives.

 Some important topics include:

• Estate planning and reviewing your will
• Thinking ahead for beneficiaries with disabilities
• A guide to family meetings as an effective tool in wealth transfer and succession planning
• Broadening the curve on financial learning
• Charitable giving
• Responsible investing looking back and looking ahead
• Six key considerations for new entrepreneurs