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?

Please click here to read the special report.

Connect with a skilled advisor

Don’t have an RBC advisor and wish to find one? Get in touch with one.

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.

Diversity

Women in STEM: How a career 180 brought an astrophysicist to wealth management

Lianne Manzer, director of data science at RBC Wealth Management, shares her advice for women in male-dominated industries such as STEM and finance.

Financial literacy

Life in the game: How to build financial security on and off the ice

As sports professionals look ahead to their first game and their first paycheck, what are the pitfalls of sudden money?

What is a trust?

The Wealthy Barber explains how a trust can protect your wealth.

Watch now

Let’s connect

We want to talk about your financial future.

Let us contact you

Start the conversation

From retirement to philanthropy, we’ll match you to an advisor who understands your needs.

Get matched with an advisor

North America

UK & Channel Islands

Asia Pacific

Other locations

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

Women in STEM: How a career 180 brought an astrophysicist to wealth management

Life in the game: How to build financial security on and off the ice

What is a trust?

We have detected that JavaScript is disabled on your browser

Let’s connect

Start the conversation

North America

UK & Channel Islands

Asia Pacific

Other locations

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

Women in STEM: How a career 180 brought an astrophysicist to wealth management

Life in the game: How to build financial security on and off the ice

What is a trust?

We have detected that JavaScript is disabled on your browser

Ready to contact an advisor?

Let’s connect

Start the conversation