Perspectives

Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Volume 6, Issue 2, Fall 2018
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Wealth planning

From the desk of David Agnew

In recent decades, rapid advancements in technology, changes in the economy and shifting societal trends have had a large impact on many Canadian...

1 minute read
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Your business

Keeping it in the family

Taking proactive steps with succession planning to manage potential conflict and to promote a smooth process.

5 minute read
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Retirement

You have a business plan. What’s your retirement plan?

Considerations for business owners when it comes to planning for retirement goals and needs.

4 minute read
Business owners

Protect your human capital with key person insurance

Identifying and managing some of the risks associated with the loss of a key individual within an organization.

3 minute read
Your business

Shareholders’ agreements

When drafting or revising this contractual agreement, consider these eight essential questions.

6 minute read
Tax strategies

Minimize tax and maximize your business sale

A look at the four time periods associated with selling a business and tax planning considerations for each.

8 minute read
Estate planning

Safeguard the continuity of your business

Understanding the purpose, function and importance of a Power of Attorney as a business owner.

6 minute read
Your business

What’s your business worth?

Methods for determining the value of your business and why it’s an important process.

8 minute read
Credit

The role of credit in wealth creation

Key considerations in developing a credit strategy that fits with your business owner needs and goals.

4 minute read
Wealth planning

Equipment leasing – understanding its value to your business

Making the most of equipment leases as part of business owner planning.

7 minute read
Business owners

Your business exit strategy

What options are available? What are some common issues? How can you get the business ready for a sale?

9 minute read
Your business

Employee loyalty

Strategies to consider in recruiting, rewarding and holding onto your company’s top talent.

3 minute read