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The holidays are a special time of year when many of us spend time with our families, sharing in the joy of the season. At RBC Wealth Management, we understand the importance of family when providing wealth advice.

In this issue, we discuss topics that are relevant to helping your family plan for the future. We look at the complexities of succession planning and wealth transfer among blended families and highlight smart financial management tips for young adults. Additionally, there is a feature article on philanthropy that examines the culture of charitable giving in Canada, and how to develop this value among the younger generations.

To address evolving expectations in this digital world, we are developing a variety of solutions to enhance and support your experience with RBC Wealth Management. In this issue, we introduce a new tool focused on identifying, planning and helping clients achieve their wealth management goals — myGPS™.

In preparation for end of the year, we include a selection of tax-planning articles providing considerations for individuals, trusts and small business owners. We also review how to prepare for the rising costs of healthcare and strategies to promote physical health, wellness and longevity.

This issue marks the fifth anniversary of Perspectives. Since 2011, we have provided information to help you and your family reach your wealth-planning objectives and we look forward to continuing to do so for many more years. For more information on any of these topics, please speak to your RBC advisor.


David Agnew, CEO
RBC Wealth Management Canada