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.  

happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

June 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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How Europe is rising to the COVID-19 economic challenges

June 26, 2020 |Frédérique Carrier

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

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RBC partners with the National Institute on Ageing

RBC partners with the National Institute on Ageing and Ryerson University to help older Canadians effectively navigate their finances post-COVID-19

June 25, 2020 |RBC Wealth Management

This partnership is one way for us at RBC to show our commitment to financial stability and literacy for all Canadians.

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Supporting ageing Canadians

Supporting ageing Canadians: A message to our clients from David Agnew

June 19, 2020 |RBC Wealth Management
RBC Wealth Management has been supporting people, communities and businesses from coast-to-coast for over 100 years and has weathered market uncertainties and health epidemics such as SARS and H1N1. However, in my 35 years in this industry, I have never...
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What’s driving volatility in the U.S. equity market?

June 19, 2020 |Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

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Podcast: Planning for an estate freeze or re-freeze

June 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Where to find opportunities in a zero interest rate world

June 12, 2020 |Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

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Why are U.S. equities rallying while Main Street struggles?

June 05, 2020 |Kelly Bogdanova

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

June 04, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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