{"id":21285,"date":"2024-01-31T14:28:20","date_gmt":"2024-01-31T19:28:20","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/?page_id=21285"},"modified":"2024-02-01T14:51:04","modified_gmt":"2024-02-01T19:51:04","slug":"wealth-planning","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning","title":{"rendered":"Gain more insight into wealth planning"},"content":{"rendered":"\n

Gain more insight into wealth planning<\/span><\/h1>\n

Explore ways to help you control what you can and sound advice to guide you through the rest.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/div><\/div><\/div><\/div><\/div>\n\n\n\n
\n
\n
\n

A wealth of resources to support your financial future<\/h2>\n<\/div>\n\n\n\n
\n

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. <\/p>\n\n\n\n

To guide you, we\u2019ve 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.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n

\n

Helpful wealth planning insights<\/h2>\n\n\n\n\t\t
\n\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

Financial planning: Six key areas of focus<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tYour finances\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

Important aspects to consider in organizing your financial picture.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– Financial planning: Six key areas of focus<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

Five strategies to maximize your RRSP savings<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

From contributing at the beginning of the year to setting a savings target, these tips can help you make the most of your RRSPs.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– Five strategies to maximize your RRSP savings<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

Financial planning checklist for older Canadians<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– Financial planning checklist for older Canadians<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

Why you must have a Will, no matter the size of your estate<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tEstate planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

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.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– Why you must have a Will, no matter the size of your estate<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

Strategies to take control of your wealth<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tTax strategies\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

Learn how you can benefit from investing in tax-advantaged plans, such as a TFSA, RRSP and RRIF.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– Strategies to take control of your wealth<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

TFSA versus RRSP versus FHSA: Which is right for you?<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tTax strategies\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

Learn about the main features of each registered investment plan and how they might help you meet your retirement goals. <\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– TFSA versus RRSP versus FHSA: Which is right for you?<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t

Video: The Wealthy Barber on the benefits of hiring a professional executor<\/span><\/span><\/h3>\t\t\t\t\n\t\t\t\t\tEstate planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t

Professional executors have the knowledge and expertise required to handle complicated estates<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRead more\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t<\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t– Video: The Wealthy Barber on the benefits of hiring a professional executor<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div><\/div><\/div><\/div><\/section>\n\n\n\n
\n

More resources<\/h2>\n\n\n\n
\n
\n\t\t
\n\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\n
\n\t
\n\t\t
\n\t\t\t

\n\t\t\t\t\n\t\t\t\t\tEstate planning tips for business owners<\/span>\n\t\t\t\t<\/span>\n\t\t\t<\/h3>\n\t\t\t Estate planning<\/span>\n\t\t\t\n\t\t\t\tNovember 21, 2023\t\t\t\t\t\t\t\t\t|<\/span> Hosted by\t\t\t\t\t\t\t\t\t\t\tLeanne Kaufman<\/a>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t21 minute listen
<\/i><\/div>\n\t\t\t\t\t – Estate planning tips for business owners <\/span>\n\t\t\t\t<\/span>\n\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div>\n\n\n\n
\n

<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n

\n

Let\u2019s plan for your success<\/span><\/h3>
\n

Speak with an RBC Wealth Management advisor to find the ideal solutions for your unique needs.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/i><\/div>Contact us<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"

Explore ways to help you control what you can and sound advice to guide you through the rest.<\/p>\n","protected":false},"author":18,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"campaign\/wealth-planning","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-21285","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nGain more insight into wealth planning - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"Explore ways to help you control what you can and sound advice to guide you through the rest.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Gain more insight into wealth planning\" \/>\n<meta property=\"og:description\" content=\"Explore ways to help you control what you can and sound advice to guide you through the rest.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning\" \/>\n<meta property=\"og:site_name\" content=\"RBC Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-01T19:51:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2024\/01\/smiling-mature-woman-texting-on-sofa.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"3210\" \/>\n\t<meta property=\"og:image:height\" content=\"2140\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning\",\"url\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning\",\"name\":\"Gain more insight into wealth planning - RBC Wealth Management\",\"isPartOf\":{\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#website\"},\"datePublished\":\"2024-01-31T19:28:20+00:00\",\"dateModified\":\"2024-02-01T19:51:04+00:00\",\"description\":\"Explore ways to help you control what you can and sound advice to guide you through the rest.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Gain more insight into wealth planning\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#website\",\"url\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/\",\"name\":\"RBC Wealth Management\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#organization\",\"name\":\"RBC Wealth Management\",\"alternateName\":\"RBC Wealth Management\",\"url\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2023\/02\/rbc.png\",\"contentUrl\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2023\/02\/rbc.png\",\"width\":3000,\"height\":2000,\"caption\":\"RBC Wealth Management\"},\"image\":{\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Gain more insight into wealth planning - RBC Wealth Management","description":"Explore ways to help you control what you can and sound advice to guide you through the rest.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning","og_locale":"en_US","og_type":"article","og_title":"Gain more insight into wealth planning","og_description":"Explore ways to help you control what you can and sound advice to guide you through the rest.","og_url":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning","og_site_name":"RBC Wealth Management","article_modified_time":"2024-02-01T19:51:04+00:00","og_image":[{"width":3210,"height":2140,"url":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2024\/01\/smiling-mature-woman-texting-on-sofa.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning","url":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning","name":"Gain more insight into wealth planning - RBC Wealth Management","isPartOf":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#website"},"datePublished":"2024-01-31T19:28:20+00:00","dateModified":"2024-02-01T19:51:04+00:00","description":"Explore ways to help you control what you can and sound advice to guide you through the rest.","breadcrumb":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/campaign\/wealth-planning#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/"},{"@type":"ListItem","position":2,"name":"Gain more insight into wealth planning"}]},{"@type":"WebSite","@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#website","url":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/","name":"RBC Wealth Management","description":"","publisher":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#organization","name":"RBC Wealth Management","alternateName":"RBC Wealth Management","url":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#\/schema\/logo\/image\/","url":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2023\/02\/rbc.png","contentUrl":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2023\/02\/rbc.png","width":3000,"height":2000,"caption":"RBC Wealth Management"},"image":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/#\/schema\/logo\/image\/"}}]}},"jetpack_sharing_enabled":true,"publishpress_future_action":{"enabled":false,"date":"2026-04-12 07:16:28","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"rbcwm_content_owner","extraData":[]},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"RBC Wealth Management","distributor_original_site_url":"https:\/\/www.rbcwealthmanagement.com\/en-ca","push-errors":false,"last_revision_date":"2024-02-01 14:51:03","_links":{"self":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/pages\/21285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/comments?post=21285"}],"version-history":[{"count":24,"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/pages\/21285\/revisions"}],"predecessor-version":[{"id":21494,"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/pages\/21285\/revisions\/21494"}],"wp:attachment":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/media?parent=21285"}],"wp:term":[{"taxonomy":"rbcwm_content_owner","embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-json\/wp\/v2\/rbcwm_content_owner?post=21285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}