david agnew sitting on table

The holiday season is often a time to reflect on what we’ve accomplished over the year. It is also a good time to think about planning for your financial future, taking care of your family and giving back to your community.

In this issue of Perspectives, we will explore unique wealth challenges faced by Baby Boomers and how everything from estate and wealth transfer planning to business succession planning can help reduce some of the pressure families may be feeling. In addition, we will discuss the considerations for effectively choosing the right executor and the importance of having a Will. While this may be an emotional topic for many, it’s a crucial step to protecting yourself and your loved ones.

We also feature articles that highlight how giving is an important part of leaving a legacy. In “Bringing new meaning to giving,” we look at how adopting a more structured planning approach to giving can help individuals achieve their objectives while expressing their values. And we also discuss the benefits of having a formal plan in place for giving personal treasures, collections and property.

Ensuring younger generations have a strong foundation of financial literacy is also essential to protecting your personal wealth, as well as Canada’s future prosperity. In “The roots of success,” we discuss the importance of nutrition in healthy brain development and the impact being physically active has on learning. Finally, this issue provides information on the new RBC Wealth Management Financial Literacy Program coming in 2018, which will offer youth a comprehensive, structured approach to building sound financial management skills.

I encourage you to speak with your RBC Wealth Management advisor about any of the topics covered in these articles and to learn more about RBC’s wealth management strategies and how they can work for you and your family.


David Agnew, CEO
RBC Wealth Management Canada