2024 TFSA quick tips

With a Tax-Free Savings Account (TFSA), you can contribute up to your contribution limit each year, earn tax-free interest, dividends and capital gains, and even make withdrawals – at any time, for any reason – without paying tax.

Click for more details to make the best use of your TFSA.

2024 RRSP quick tips 

Click for more details on five tips to make the most of your RRSP. Have questions? Please reach out. 

When should you review your Will or estate plan?

Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. A life event refers to any significant change in your life such as marriage, divorce, birth of a child, death of a spouse or changes to your financial position, to name a few. This article provides some examples of circumstances which may warrant a change or update to your Will and estate plan. 

Click here for more details.  

Prescribed rate loan planning

Prescribed rate loan planning

April 28, 2020 |RBC Wealth Management Services

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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Estate freeze planning

Estate freeze planning

April 27, 2020 |RBC Wealth Management Services

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

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Individual Pension Plans (IPPs)

Individual Pension Plans (IPPs)

April 24, 2020 |RBC Wealth Management Services

“For incorporated business owners or professionals, or key employees, an IPP may be beneficial for enhancing retirement income.”

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How COVID-19 is changing the earnings outlook

How COVID-19 is changing the earnings outlook

April 23, 2020 |Kelly Bogdanova

Economies and companies are operating in a state of business as unusual. When it comes to the earnings outlook, it’s time to throw out the playbook.

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Hands holding plant

Position your portfolio to celebrate Earth Day every day

April 22, 2020 |Sayada Nabi & Arete Zafiriou

April 22 marked the 50th anniversary of Earth Day.

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When should you review your will and estate plan?

April 22, 2020 |RBC Wealth Management Services

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”

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Market update: Mixed signals

Market update: Mixed signals

April 21, 2020 |Global Portfolio Advisory Committee

Equity markets have made up much of their lost ground since their March lows as COVID-19 infection and mortality rates have improved in North America and Europe, and as rays of light have started shining into the quarantine tunnel.

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Charitable giving and foundations

April 20, 2020 |RBC Wealth Management Services

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

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5 key questions every business owner should answer

5 key questions every business owner should answer

April 18, 2020 |RBC Wealth Management Services

“Asking yourself the following five questions can help you get started.”

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The hunt for COVID-19 treatments and vaccine

The hunt for COVID-19 treatments and vaccine

April 17, 2020 |Tasneem Azim-Khan, CFA

COVID-19 has brought companies and countries together for a common goal. We examine that search for treatments and vaccines.

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