Three Will and estate planning facts that will surprise you

Oct 08, 2021 |David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

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The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will

Oct 08, 2021 |David Chilton

Hiring a professional instead of DIY isn’t just for home renos

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How family, real estate and business can complicate finding the right executor

Oct 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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How income splitting can create tax savings

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

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

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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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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Charitable giving and foundations

Apr 20, 2020 |RBC Wealth Management Services

“Things to consider when setting up a charitable foundation.”

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Have you prepared and reviewed your Will?

Mar 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.

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Thinking ahead for beneficiaries with disabilities

Mar 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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What does your charitable legacy look like?

Mar 14, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Options for planning ahead to create a charitable giving impact that lasts beyond your lifetime.

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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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Heather Esposito

Associate Advisor

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