Finding comfort with your legacy

Click on the thumbnail to learn:

  • How to ease the financial load on the Sandwich generation
  • Financial education for young adults - coming soon to RBC Wealth Management
  • Benefits of structured philanthropic planning for multiple generations
  • How to help the youth stay financially fit
  • Giving of personal property

Testamentary Spousal Trust: All you need to know!

Click on the thumbnail to learn more about the benefits of the testamentary spousal trust and see if it is right for you.

Estate planning for U.S. citizens in Canada

Click on the thumbnail to learn more about how you can maximize your wealth with cross-border estate planning strategies!

Karim Visram, CFA, CGA, CFP, FMA

Vice President & Director - Portfolio Manager

416-956-8888 | Email me