HNW Blog

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

Financial literacy event Join Stephanie Dean, Manager of Financial Literacy for RBC Wealth Management’s Family office team, for an exclusive event designed for those of you thinking about how — and when — to talk to your family about your wealth. Whether...

Many couples assume they can split income from joint accounts to minimize their tax bills, but that’s not always the case. According to Canadian tax rules, each spouse must report income based on their individual contributions to the account. For example...

The Corporate Wealth Transfer strategy is common planning strategy that helps business owners transfer surplus assets held in their Canadian Controlled Private Corporation (e.g. a holding company). This approach is ideal for those with excess cash or...

In 2023, Canada launched the FHSA (Tax-Free First Home Savings Account), a new financial tool designed to help first-time home buyers save up to $40,000 tax-free. Think of it as a hybrid between the RRSP and TFSA: you get the tax-deductibility of an RRSP...

If only we were to get a dollar for every client who either tells us they don't have a will, or that it hasn't been updated for a long-time.... As part of our offering, we do provide those qualifying clients with a will and estate consultation through...

After being announced earlier this year, finally we have some more info to share on the First home savings account ("FHSA"). Our team has put together the piece below for further reading. On first glance, this can be a great tool for those looking at...