Gain more insight into wealth planning

Explore ways to help you control what you can and sound advice to guide you through the rest.

A wealth of resources to support your financial future

When planning for your wealth, retirement and legacy, there are factors you can control, such as your savings, strategy and investments, and others you can’t, like the markets, geopolitics and inflation.

To guide you, we’ve curated ideas and insights from our global team of specialists to provide the knowledge and perspective you need to feel more confident about what you have control over and more empowered about your future.

Helpful wealth planning insights

Financial planning: Six key areas of focus

Your finances

Important aspects to consider in organizing your financial picture.

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– Financial planning: Six key areas of focus

Five strategies to maximize your RRSP savings

Wealth planning

From contributing at the beginning of the year to setting a savings target, these tips can help you make the most of your RRSPs.

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– Five strategies to maximize your RRSP savings

Financial planning checklist for older Canadians

Wealth planning

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

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– Financial planning checklist for older Canadians

Why you must have a Will, no matter the size of your estate

Estate planning

Challenges for surviving family and friends of a person who dies without a Will include more than just who gets the funds, explains Leanne Kaufman.

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– Why you must have a Will, no matter the size of your estate

Strategies to take control of your wealth

Tax strategies

Learn how you can benefit from investing in tax-advantaged plans, such as a TFSA, RRSP and RRIF.

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– Strategies to take control of your wealth

Video: First Home Savings Account explained in two minutes

Tax strategies

Find out about FHSA tax benefits, contribution limits, eligibility and more.

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– Video: First Home Savings Account explained in two minutes

TFSA versus RRSP versus FHSA: Which is right for you?

Tax strategies

Learn about the main features of each registered investment plan and how they might help you meet your retirement goals.

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– TFSA versus RRSP versus FHSA: Which is right for you?

Video: The Wealthy Barber on the benefits of hiring a professional executor

Estate planning

Professional executors have the knowledge and expertise required to handle complicated estates

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– Video: The Wealthy Barber on the benefits of hiring a professional executor

More resources

Estate planning tips for business owners

Estate planning

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges

21 minute listen
– Estate planning tips for business owners

Let’s plan for your success


Speak with an RBC Wealth Management advisor to find the ideal solutions for your unique needs.