Your financial to-do list

This article provides you with a list of 10 financial to-dos that may help you improve your financial well-being. Click Here.

Tax planning checklist for high-income earners

This article highlights a non-exhaustive list of tax minimization strategies to consider with a qualified tax advisor. Click here to review.

Tax carryforwards and carrybacks checklist

Canadian tax rules allow you to carry forward or carry back certain tax credits and deductions that you don’t use in one year to another year. This may reduce your tax payable or help you to take advantage of government benefits. Please click here to review how this can help you.

Income splitting checklist

If you have a spouse who earns less income than you or children with little to no income, you may want to consider implementing an income splitting strategy. The following article contains a checklist of some income splitting strategies you may wish to consider in order to reduce your family’s overall income tax bill. Click here to review.

EasySwitch to eDocuments to ReduceYourPaperwork

No need to worry about delays in mail delivery.  Please click to review how this can help you.

Electronic Tax Delivery

This is a great tool to access your tax documents right from your desktop and email them directly to your accountant.  Please click here for more info.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.