Perspectives
Investment, tax, and lifestyle perspectives from RBC Wealth Management Services
Volume 5, Issue 1, Spring 2017

From the desk of David Agnew
Taking care of your wealth management needs begins with understanding your financial goals and those of your family — from your parents, to your partn
1 minute read
Wealth transfer checklist for individuals and families
Ten key aspects to consider as part of successful planning.
9 minute read
Women of influence
Recognizing diversity, inclusion and influential leaders.
11 minute readFemale brain health and financial health – the important connection
How an improved understanding of age-related cognitive issues may have a positive impact on financial security.
The complexities of business succession and how to promote success
Helping business owners take the most appropriate and effective steps in planning.
Financial planning tips for millennials
Six main areas of focus in developing strong financial management skills.
Gaining perspective on women in wealth transfer and overall wealth planning
Examining trends, realities and areas of focus among females.
A guide to philanthropic giving – today, tomorrow and for generations to come
Looking at charitable giving and philanthropy from family, legacy and tax perspectives.
Wealth transfer and the next generation
Being proactive in effectively engaging and assisting those who will be recipients of wealth.
Promoting brain health at every age
Two key lifestyle factors that greatly impact cognitive wellness: physical activity and nutrition.
Lemon salmon with turmeric broccoli salad
Prep time: 15 mins
Cook time: 20 mins
Serves: 2
Summer stuffed pepper & bean salad with raw mustard dressing
Prep time: 10 mins
Serves: 2-3