What to do when you are expecting…a tax refund

What to do when you are expecting…a tax refund

February 01, 2024 |Portfolio Advisor – Winter 2024
Five smart ways to maximize your refund this tax season If you are like the more than 29 million individuals and 1.3 million businesses expected to file taxes this year, you may also be one of the almost 18 million who are likely to receive a tax refund...
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International Women’s Day 2024: “We are women, hear us roar!”

International Women’s Day 2024: “We are women, hear us roar!”

February 01, 2024 |Portfolio Advisor – Winter 2024
This year’s International Women’s Day (IWD) serves as an important reminder that the future of the global economy, and the wealth industry in particular, is unquestionably tied to the increasing engagement and success of women. While it’s one day of the...
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Swipe left! Five ways to avoid being swept off your feet by romance scams

Swipe left! Five ways to avoid being swept off your feet by romance scams

February 01, 2024 |Portfolio Advisor – Winter 2024
It’s a tale as old as time: a con artist, often under an assumed identity, targets a naïve or vulnerable individual and feigns romantic interest in them. The con artist gains their affection and trust, and, either through deception or manipulation or...
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Around the world in 80 seconds

Around the world in 80 seconds

February 01, 2024 |Portfolio Advisor – Winter 2024
Canada As the economy began to choke and sputter in the latter half of 2023, the Bank of Canada (BoC) moved to the sidelines in mid-summer, and now appears to be considering rate cuts in the months ahead. Negative GDP growth for the third quarter and...
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Video: The Wealthy Barber on the benefits of hiring a professional executor

February 01, 2024 |David Chilton

Professional executors have the knowledge and expertise required to handle complicated estates

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Matters beyond wealth podcast cover image

Estate planning tips for business owners

February 01, 2024 |Leanne Kaufman, President and CEO, RBC Royal Trust

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges

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Why you must have a Will, no matter the size of your estate

Why you must have a Will, no matter the size of your estate

February 01, 2024 |RBC Wealth Management

Challenges for surviving family and friends of a person who dies without a Will include more than just who gets the funds, explains Leanne Kaufman.

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Four ways to build confidence in your financial future by focusing on what you can control

Worried about higher interest rates and taxes? Strategies to take back control of your wealth

February 01, 2024 |RBC Wealth Management

Learn how you can benefit from investing in tax-advantaged plans, such as a TFSA, RRSP and RRIF.

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Financial planning: Nine key areas of focus

Financial planning: Nine key areas of focus

February 01, 2024 |RBC Wealth Management

Important aspects to consider in organizing your financial picture.

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Five ways to pay less tax in retirement

Five ways to pay less tax in retirement

February 01, 2024 |RBC Wealth Management

These strategies can help you maintain the lifestyle you had while working.

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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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