Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

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Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

Read more

Wealth planning (10)

Tengwang pavilion Asia skyline

Global Insight 2025 Midyear Outlook: Asia

 Jun 18, 2025 |Jasmine Duan, Nicholas Gwee, CFA and Shawn Sim

We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.

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Toronto Skyline Canada

Global Insight 2025 Midyear Outlook: Canada

 Jun 18, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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Senior father adult son talking in living room

A new era of wealth transfer: Five key takeaways for securing your family legacy

 Jun 11, 2025 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

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Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

 Jun 09, 2025 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

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Woman looking at documents

Business exit planning: Overcoming emotional and financial roadblocks

 Jun 09, 2025 |Rick Sweeney

What keeps business owners from preparing to let go of their businesses?

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notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

 May 31, 2025 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

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College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

 May 27, 2025 |RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

 May 14, 2025 |RBC Wealth Management

Protecting the future of a loved one with a disability helps to make sure their needs are met, no matter what happens down the road.

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Man looking at investments on computer monitors

Responsible investing trends to watch in 2025

 May 13, 2025 |RBC Wealth Management

Explore responsible investing trends to watch for in 2025, growing physical climate risks, as well as an update on EVs and their environmental sustainability.

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Women looking at art in a museum

Investing in art: What to know about turning a passion into a purposeful wealth strategy

 May 08, 2025 |RBC Wealth Management

Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

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