Matters Beyond Wealth Podcasts 

Healthy aging: Do you have a trusted contact person?

Matters Beyond Wealth: Episode 16 (

Estate Planning: Those with special needs, need special planning

Matters Beyond Wealth: Episode 15 (

Estate Planning: How family dynamics can impact your estate plan

Matters Beyond Wealth: Episode 14 (

Healthy Aging: What is gendered ageism?

Matters Beyond Wealth: Episode 13 (

Estate Planning: Would you create a digital Will?

Matters Beyond Wealth: Episode 12 (

Healthy Aging: The race to deal with dementia in Canada

Matters Beyond Wealth: Episode 11 (

Estate Planning: Rethinking insurance in estate planning

Rethinking insurance in your estate planning (

Estate Planning: Contentious estates

Contentious estates (

Estate Planning: Are trusts dead?

Are trusts dead? (

Estate Planning: What is probate and can it be avoided?

What is probate and can it be avoided? (

Retirement Planning: Planning for life beyond 100

Matters Beyond Wealth: Episode 6 (

Healthy Aging: Incapacity, Do you know if family decides for you?

Matters Beyond Wealth: Episode 4 (

Giving: Create a lasting legacy through charitable giving

Matters Beyond Wealth: Episode 3 (

Estate Planning: Plan for incapacity: Protect yourself with powers of attorney

Matters Beyond Wealth: Episode 2 (

Estate Planning: Where there’s a Will, there’s a plan … sometimes

Matters Beyond Wealth: Episode 1 (

Creating family harmony when it's needed most.

Bringing your estate wishes from vision to a tangible written structure can be a daunting task. However, when done correctly, a well-executed Estate Plan brings your family together during a time of grief and conveys a sense of calm and respect to those who are left behind. Families can come together with the confidence that your affairs are in order and you can be remembered for your life's hard earned successes and tribulations. However, when estates do not receive the planning attention they need, families can be torn apart by anger and mistrust and often inheritances can be compromised by excess fees and litigation costs that rely on the courts to sort out your wishes.

Our experience has shown us that no two families are alike and therefore our clients receive their own unique estate planning solutions. We recognize that a proper estate plan needs the help of expert advice to succeed. By working shoulder to shoulder with RBC's own estate planning specialists we can unify your investment and planning strategies and bring realization to your vision of a family legacy.

      Some of the many Estate Planning topics we help our clients with:

  • Utilizing innovative account structures that bypass your Will and reduce probate tax
  • How to carefully choose your executors and attorneys
  • How to avoid the estate tax trap from RRSP's and RRIF's
  • Minimizing Capital Gains tax within an estate
  • When and when not to flow assets through your Will
  • Unique planning strategies for blended families
  • When and how to use insurance to enhance your estate planning goals
  • Discussing the power of using multiple Wills
  • Planning for beneficiaries with disabilities
  • How to manage US assets and potential US estate tax within your plan
  • How to include a Corporation within your estate planning
  • Strategies for passing down a family cottage or similar heirlooms

For more information on any of these topics, contact us today and we would be happy to set up a complimentary review.

Tim Heacock, CFP, TEP, FCSI

Investment & Wealth Advisor


Will & Estate Specialist


Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management

RBC Royal Trust advisor


Will and Estate Advisor, RBC Royal Trust

Estate planning guide

Estate planning guide

Contact us for a free copy of the Estate planning guide.