Estate planning in today’s times: Four key elements

Jul 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.

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The Wealthy Barber explains two ways you can invest

Jul 07, 2021 |David Chilton

The basic principles of investing cover bitcoin, stocks and even your bank account

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Make your Will immediately if not sooner

Jul 07, 2021 |David Chilton

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

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The Wealthy Barber on how a corporate executor helps family harmony

Jul 07, 2021 |David Chilton

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

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The Wealthy Barber: How a trust company can help

Jul 07, 2021 |David Chilton

If you’re acting as an executor of a Will, consider hiring an executor’s helper

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Joint Accounts -- Understanding Your Options

Jun 07, 2021 |Stephanie Woo
As part of the estate planning process, individuals will often consider establishing a joint account with their spouse, adult children or other family members. Sometimes, this is done as a tool for expediency so that a joint account holder can help to...
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Long-term care your way: Plan now for your future care

May 19, 2021 |RBC Wealth Management

Talking about how you want to live in the last chapter of your life is considered taboo in many families. Learn how to begin these family conversations to empower older Canadians in their future.

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Are you ready to be an executor?

Apr 27, 2021 |Dawneen Boyle

The role of an executor is an important one. Here are some things to consider before carrying out your duties.

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Where will you live in retirement? Four things to consider when aging in place

Apr 22, 2021 |RBC Wealth Management

The time is now to make plans and have conversations with families about what aging at home could look like.

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Mortgage Insurance? Let's review the right choice to protect your family and your home

Feb 23, 2021 |Stephanie Woo
When buying a new home or property, sometimes it gets overwhelming with all the decisions you need to make and so many documents you've signed that you may want to review things once the dust settles. Mortgage insurance, for example. Is that really the...
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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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Heather Esposito

Associate Advisor

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Feedback and inquiries welcome!

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