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.

Investing

Market volatility: It’s a mad, mad world

By Kelly Bogdanova

For the first time in a decade, recession risks are on the rise. Learn which recession signal has turned red.

Investing

Financial markets face a certain amount of uncertainty

By Frédérique Carrier

The escalation in trade tensions shattered financial markets’ summer of calm. We suggest investors buckle up and focus on the fundamentals.

The new face of wealth and legacy

Genders and generations redefining wealth and legacy

Learn more

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

Market volatility: It’s a mad, mad world

Financial markets face a certain amount of uncertainty

The new face of wealth and legacy

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

Market volatility: It’s a mad, mad world

Financial markets face a certain amount of uncertainty

The new face of wealth and legacy

We have detected that JavaScript is disabled on your browser

Ready to contact an advisor?

Let’s connect

Start the conversation