2023 tax preparation reminders

With the 2023 personal income tax return filing deadline fast approaching, this is a great time to see if you’re taking advantage of all of the tax benefits you may be entitled to. The following information outlines items you may want to consider when preparing your 2023 personal income tax return.

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Tax-efficient asset location

When creating your investment plan, you’ve likely given consideration to your asset allocation. Asset allocation involves finding the right balance of different types of investments such as fixed-income, equities and cash or cash equivalents that would be appropriate for you, given your goals and risk tolerance. But when reviewing your overall investment portfolio, have you considered asset location?

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2024 handy financial planning facts 

Download a free copy of our 2024 financial planning data that may be relevant to you. The report will give key information on TFSAs/RRSPs/RRIFs, CPP & OAS pension amounts for 2024, tax information and deadlines. 

Free Report for download

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. 

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Setting a strategy for investing regularly

 July 19, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Much like starting early with your investments, using a structured approach is a key principle in successful investing as well. Find out more.

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Using a TFSA to help you reach your financial goals

 July 19, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Depending on your life stage and priorities, there are different ways to make the most of your TFSA. Here are six key elements to consider.

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Do you have a strategy for your charitable giving?

 July 15, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

How reflecting on your charitable values and incorporating the right planning can help you make a more meaningful impact over time.

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Financial planning: Nine key areas of focus

 July 15, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Important aspects to consider in organizing your financial picture.

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Audio commentary: As good as it gets?

 July 13, 2021 |Janet Engels & Tylar Lunke

Markets have come a long way from the pandemic lows. What should investors look for in the second half of 2021?

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Teaching your kids about financial literacy

 July 13, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

From earning and saving to budgeting and investing, here are some age-specific financial literacy tips for kids, teens and young adults.

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How income splitting can create tax savings

 July 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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Fact and Figures in page

Facts & figures: Health and wellness, peace of mind in planning, family finances and saving

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

A snapshot of current research and statistics for Canadians and their families.

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Estate planning in today’s times: Four key elements

 July 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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