Events

Keys to Planning a Tax-Efficient Retirement

As a retiree today, you can expect to live much longer than previous generations – often as much as 20-30 years after the traditional retirement age of 65. That’s a whole new life stage that’s just beginning at age 65 – and one that requires a whole new approach to planning your retirement finances and lifestyle. Join as we share key planning strategies for a successful and enjoyable retirement. 

Maximizing your after-tax retirement income

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspect of enjoying and making the most of this new phase of your life. However, a large portion of your major sources of retirement income may be taxed at the top marginal tax rate with no preferential tax treatment. Fortunately, there are several approaches you may want to consider to maximize your after-tax retirement income. Join us for an insightful discussion on tax-saving retirement measures. 

Your Guide to Estate Planning | Wills, Trusts & POAs

Having an up-to-date Will and powers of attorney are the cornerstone of an effective estate plan. Yet, a recent report published by the NIA in collaboration with RBC Royal Trust notes that the majority of Canadians do not have these key documents in place, despite the potential consequences to yourself and your loved ones.

Join us to understand how you and your family can overcome the barriers we face when planning our estates. Our guest speaker,  Sara Bond LLB, LLM(Tax),TEP  is a Wills and Estate Consultant with our RBC Family Office Services. She will share her insights on key elements to include in your estate plan and the actions you can take at any stage of life to complete your powers of attorney, Wills and estate plan.

Tips on Successful Investing in Volatile Markets

With the heightened volatility in today's market, you may be wondering whether you should make changes to your investment portfolio. Stock market volatility is a normal part of investing. But what you do  and don’t do during times of higher volatility can make the difference between success and failure as an investor.  

Join us for an insightful discussion with our guest speaker, Rob Sluymer, CFA, Technical Strategist at RBC Wealth Management. With 30 years of experience in investment research and technical analysis, Rob will share his insights on current market outlook. We will also share some tips that can help you manage volatility and achieve your long-term investment goals.

Don't miss out on this opportunity to gain valuable knowledge and make informed investment decisions.

Comparing Saving Options: TFSA vs. RRSP vs. FHSA

When examining your saving choices, it’s important to note there is no single or absolute answer. Instead, there are many considerations that may make a particular savings vehicle more suitable for you.There are a number of tax-efficient options for Canadians when it comes to saving for the future. Join us for an insightful discussion on how best to utilize the various saving vehicles available and their main differences. 

Maximizing your retirement benefits with an Individual Pension Plan

An Individual Pension Plan (IPP) is one of the most tax-efficient retirement savings plans in the market today. Join us for an insightful discussion on how an IPP  builds your retirement savings quicker and provides enhanced retirement benefits and important tax advantages for business owners and key employees.