What is your risk profile?

Understanding your investment goals is a key part of the process. But just as important is understanding your risk profile. That’s why we ask you questions like: What is your financial situation? How long do you have to invest? How do you feel about the value of your investments going down, even temporarily?

Click here to learn more on your risk profile

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.

Download this article to learn more

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. 

Click here for more details.  

Does slowing growth have a silver lining for fixed income investors?

 June 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary: The 2022 Midyear Outlook

 June 30, 2022 |Janet Engels, Thomas Garretson & Tylar Lunke

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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Immigration Nation: New Canadians are vital to an aging society

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A wave of new Canadians is coming—and just in time.

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Buying a practice versus building your own from scratch: Here's what you need to know.

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Dr. Nel Wieman on being an Advocate and Canada's First Female Indigenous Psychiatrist

 June 20, 2022 |Wendy Helfenbaum

Dr. Nel Wieman, Canada's first female Indigenous psychiatrist, on breaking down systemic barriers and amplifying Indigenous voices.

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How RBC Royal Trust can help: Executor services

 June 17, 2022 |RBC Royal Trust

If you are planning your own estate and are considering who to appoint as your executor, or if you find yourself acting as an executor, our team of professionals can help.

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Choosing Your Medical Specialty: Occupational Medicine

 June 13, 2022 |Claire Gagné

Occupational medicine physicians have a unique task: Assess and manage health conditions that come up as a result of — or are aggravated by — work.

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Want to age at home? Learn which wearables and medical devices can help

 June 10, 2022 |RBC Wealth Management

From voice-activated home alarms to smartwatches with blood sugar monitors, learn how you can age at home with the help of technology.

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Specialty Scoop: CyberPatient

 June 06, 2022 |Royal College of Physicians and Surgeons of Canada

Check out this episode to see how CyberPatient fills in the gap in medical education and helps students turn theory into practice.

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