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.

Research

Navigating the 2020s: How Canada can thrive in a decade of change

What will the 2020s bring for the Canadian economy? Here we explore four trends shaping the decade ahead.

Analysis

Equities and the U.S.-Iran conflict

We look at why it’s not too surprising markets were not overly rattled by the U.S.-Iran saber-rattling, and why we’re still constructive on equities.

What is a trust?

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

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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

Navigating the 2020s: How Canada can thrive in a decade of change

Equities and the U.S.-Iran conflict

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

Navigating the 2020s: How Canada can thrive in a decade of change

Equities and the U.S.-Iran conflict

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