Treshana Walker - Insights

A guide to family meetings

When it comes to communication across generations, there can be a tendency to overlook the importance of family dialogue as part of a wealth transfer plan. Some may not be comfortable sharing details of their wealth transfer plans with their intended beneficiaries while others may not be open to disclosing any information related to their plans or intentions. In situations where there’s limited or no proactive communication, the risk for misunderstanding and a lack of clarity increases, which can lead to a range of potential issues for family members during a wealth transfer.

Click this link to read five strategies to help make family meetings an effective tool in wealth transfer planning

Establishing an RESP

With the high cost of post-secondary education, many parents and other family members recognize the need to save for education well before the expenses become a reality. That’s why the registered education savings plan (RESP) is such a popular savings vehicle. Not only is the tax on the income accumulating in the plan deferred until funds are paid out, the federal government and some provinces may also contribute to the plan. This article discusses setting up an RESP, government incentives and saving strategies involving RESPs.

Click to learn more about RESPs

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

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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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.

Life reimagined: The biotech revolution and longevity

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There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

Video: Explore the connection between wealth, health and aging

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Watch a group of leading healthy aging specialists discuss why planning for health, wellness and finances together matters.

Why women need to be more proactive with their brain health

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While Canadian women tend to live about five years longer than men, research shows females account for about 70 percent of people living with dementia and brain-aging diseases.

Recognizing the early signs of dementia

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It can be hard to spot the early signs of dementia versus normal age-related memory loss. If dementia is diagnosed, there are steps caregivers can take to help support loved ones.

How to plan for care as you age

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Watch a panel of specialists discuss strategies and resources you can use to navigate care for yourself or a loved one.

Video: Changing the narrative on aging and longevity

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Chatter that Matters podcast host Tony Chapman and Dr. Joe Coughlin discuss the opportunities—and realities—of living longer.

Why social connectivity is even more important as we age

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Staying socially connected during life's transitions is a key to healthy aging.

Why planning for your health and wealth together matters

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Amid rising rates of dementia, RBC Wealth Management helps Canadians prepare for—and enjoy—a long and healthy retirement.

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