RBC Wealth Management clients, Kevin and Denise, share the importance of proper planning and how it gave them peace of mind and confidence, even when faced with the unexpected.
This video is part of the Hear from our clients series created in collaboration with RBC Wealth Management Canada clients and RBC Family Office Services. In this series, clients share their stories and how a personalized, holistic approach has helped their wealth planning journeys and in achieving their financial goals.
When Denise was diagnosed with cancer, it was a life event for their family that highlighted the importance of preparing for the “what-ifs.” Ensuring they had a solid financial plan in place to protect their daughter’s well-being was of paramount importance to them. Find out how the right planning and a focus on the softer aspects—their values, hopes and personal circumstances—helped their family feel reassured that their “house was in order.”
RBC Wealth Management is a business segment of Royal Bank of Canada. Please click the “Legal” link at the bottom of this page for further information on the entities that are member companies of RBC Wealth Management. The content in this publication is provided for general information only and is not intended to provide any advice or endorse/recommend the content contained in the publication.
® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © Royal Bank of Canada 2024. All rights reserved.
Discover how RBC Wealth Management can set you—and your business—up for success.