10 strategies to build and protect your family's wealth

When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

The Family Wealth Management guide covers topics such as:

  • Managing your higher tax burden
  • Reducing additional risks such as lawsuits
  • Avoiding the common pitfalls of owning vacation property
  • Minimizing taxes when passing on family assets
  • Teaching financial responsibility to younger family members

Tax-minimization strategies

 

Watch the following video to learn key strategies to help manage your tax burden.

 

 

 

Maximizing your legacy to your family

 

Watch the following video to learn key strategies to maximize your estate for your family, while minimizing the impact of taxes.

 

 

 

Get ready for retirement

 
If you are approaching retirement – or have recently retired – there are numerous financial details you need to address. To help you cover all the details, and ensure you’re ready for a successful retirement, we have created the RBC Dominion Securities Retirement Checklist.
It will help you cover off important topics such as:
  • Employee pensions and benefits
  • Government benefits
  • RRSPs, RRIFs and Locked-In Accounts
  • Non-registered assets
  • Estate planning

Download the full version >

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

Your secure, 24-hour personal investment centre

 

DS Online allows you to easily keep track of the progress you're making towards achieving your financial goals from any computer with a secure Internet connection.

 

Key features and benefits of DS Online

  • eDocuments
    Access your documents at any time. With our seven-year archive you'll be able to access your documents (such as statements,confirmations and prospectuses) through DS Online at your convenience.

  • RBC Royal Bank Online Banking
    You can use the same login and password to access DS Online. What's more, your accounts with us can be viewed when you access online banking.

  • Detailed account information
    View your account information, transaction history, investment news and research 24 hours a day, seven days a week.
  • Intraday holdings & balances
    Check the value of your equities, options and mutual funds based on current market pricing.
  • Real-time fund transfers
    You can transfer funds from your RBC Royal Bank accounts to your RBC Dominion Securities accounts in real-time (during regular business hours).
  • Order status
    Check the status of your trade orders.
  • Real-time quotes
    Obtain detailed real-time quotes for stocks and options listed on Canadian and U.S. markets, and daily closing prices for mutual funds.
  • Custom watchlists
    Create custom “watchlists” of up to 15 securities you want to monitor.
  • Streaming quotes
    Access streaming quotes right from your custom “watchlists”.
  • Mutual funds
    Access a wide range of Mutual Fund information.
  • Enhanced research capabilities
    The Markets & Research page provides current trading day market snapshots, commentary and news.
  • Latest news
    Access current business news and market information.
  • Secure and private
    Enjoy secure and private online account access backed by our DS Online 100% Security Guarantee. 

To learn more about DS Online or eDocuments, please contact us.