david agnew

In this edition of Perspectives, we focus on “big picture” thinking that will help you protect your family’s financial well-being in the short and long term. Although your goals may be different at each life stage, through proper management of your financial situation, your advisor can help you and your family achieve peace of mind.

We also highlight the importance of openly discussing future plans with your family and what’s important to you. In “Managing money: Improve your financial management skills at every life stage,” we explore the value of financial education for all family members, at every age, so you are able to make well-informed financial decisions no matter what life may bring.

With the expansion of the digital age and increasing online presence among all age groups, we also look at the impact of your digital footprint from an estate planning perspective, and examine key questions to consider when planning and reviewing your Will.

“What does your charitable legacy look like?” discusses the various options and choices available for charitable giving as a way to leave a legacy. We also examine how different generations and economic realities in both Canada and the world may impact our investment decisions.

As always, I encourage you to speak with your RBC Wealth Management advisor to learn more about our strategies, and how our approach can help you and your family realize all of your life goals.

David Agnew, CEO
RBC Wealth Management Canada