Treshana Walker - Insights

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.

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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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The value of having a strategic charitable giving plan in place

May 01, 2024 |Leanne Kaufman, President and CEO, RBC Royal Trust

Planned philanthropic giving can help create a beautiful legacy.

Immigration Nation: New Canadians are vital to an aging society

June 29, 2022 |Nathan Janzen, Claire Fan and Carrie Freestone

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

Health care planning is part of investment planning in pandemic era, RBC wealth head says

May 30, 2022 |Clare O'hara, Wealth Management Reporter, The Globe & Mail

Financial advisers are now incorporating health care planning into the conversations they are having with clients as part of their long-term financial goals.

Making a Will: Six things to help you leave a lasting legacy

May 12, 2022 |RBC Wealth Management

Preparing a Will may be the most important legacy you leave. Here are some tips to get you started.

The cost of caregiving

February 11, 2022 |Leanne Kaufman, President and CEO, RBC Royal Trust

Five years ago, my parents’ world changed when an unexpected illness left my mother needing permanent personal caregiving support at home. We scrambled, in a moment of crisis, to find trustworthy and reliable help. Planning for this kind of support, logistically...

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.

Charitable giving and foundations

April 20, 2020 |RBC Wealth Management Services

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

Have you prepared and reviewed your Will?

March 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Here are two handy checklists of questions to address and aspects to consider.

Thinking ahead for beneficiaries with disabilities

March 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

What does your charitable legacy look like?

March 14, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Options for planning ahead to create a charitable giving impact that lasts beyond your lifetime.

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