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Planning Strategies for Business Owners

Nov 05, 2020 12:00 PM Eastern Standard Time - Nov 05, 2020 01:00 PM Eastern Standard Time
Online event Brantford, Ontario

Please join us for a virtual discussion, with members of the RBC Wealth Management Services team, to explore various planning opportunities for business owners, and possible strategies to consider over the course of business ownership.

During this session, two of our leading business owner specialists will walk through potential options that may be available in six key planning areas, including structuring your business, income splitting, accessing surplus cash, selling your business, planning for retirement and wealth transfer.  A link to the online presentation will be sent to registered guests and a recording will be sent out to registered guests after the event.  Hosted by Shawn Eliovitz, Investment Advisor and Financial Planner


Now More Than Ever: Estate Planning in the Time of Covid-19

Sep 29, 2020 12:30 PM Eastern Daylight Time - Sep 29, 2020 01:15 PM Eastern Daylight Time
Location To Be Determined

Many of our clients have valued a review and update of their estate plans given the current pandemic environment. Please join us online as Leanne Kaufman, President & CEO of RBC Royal Trust, takes us through what you need to know about the fundamentals of Estate Planning. Leanne will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.


Ensure Your Portfolio Is On Track

Aug 12, 2020 05:00 PM Eastern Daylight Time - Aug 12, 2020 05:30 PM Eastern Daylight Time
Location To Be Determined

Is your portfolio on track during these uncertain times.  In this presentation, we will give an update on the economy and market outlook through the second half of 2020 and beyond.  We will also suggest strategies around asset mix to ensure portfolios are best positioned to face the uncertainty that lies ahead.  Please RSVP to register for this presentation.  The link to the online presentation will be sent to registered guests and a recording of the presentation will be sent out to registered guests after the event.