Wealth planning

Five key questions to consider in wealth planning

Back to the basics as we evaluate five key questions associated with successful wealth planning:

Reducing mortgage debt or saving for retirement – is one favourable?
Which is the better savings option – an RRSP or a TFSA?
What is the best way to handle inheritance?
How can TFSA, RRSP, government and other sources of income and income splitting be strategized in retirement?
What are the key considerations of estate planning and successfully leaving a legacy?

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In Quebec, financial planning services are provided by RBC Wealth Management Financial Services Inc. which is licensed as a financial services firm in that province. In the rest of Canada, financial planning services are available through RBC Dominion Securities Inc.

Analysis

NAFTA: A genuine breakthrough?

The U.S. and Mexico have bridged their key differences, and the pressure is on Canada to ensure NAFTA 2.0 remains a trilateral agreement.

Analysis

As the Brexit clock ticks down, what now?

By Frédérique Carrier

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment?

Volume 6, Issue 1, Spring 2018

Perspectives

Investment, tax and lifestyle perspectives from RBC Wealth Management Services

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North America

UK & Channel Islands

Asia Pacific

Other countries

Five key questions to consider in wealth planning

Back to the basics as we evaluate five key questions associated with successful wealth planning:

Connect with a skilled advisor

Related articles

NAFTA: A genuine breakthrough?

As the Brexit clock ticks down, what now?

Perspectives

We have detected that JavaScript is disabled on your browser

Let’s connect

Start the conversation

North America

UK & Channel Islands

Asia Pacific

Other countries

Five key questions to consider in wealth planning

Back to the basics as we evaluate five key questions associated with successful wealth planning:

Connect with a skilled advisor

Related articles

NAFTA: A genuine breakthrough?

As the Brexit clock ticks down, what now?

Perspectives

We have detected that JavaScript is disabled on your browser

Ready to contact an advisor?

Let’s connect

Start the conversation