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

Wealth planning (10)

Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

Dec 05, 2024 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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AI through an ESG lens

Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2024 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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multigenerational family meal

Four ways to pass down your family home to your children

Nov 18, 2024 |RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

Nov 12, 2024 |RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for criminals.

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Thanksgiving table setting

The benefits of a financial chat over the holidays

Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Oct 28, 2024 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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The real cost of health care in retirement

Oct 24, 2024 |RBC Wealth Management

Planning ahead can help take the sting out of future medical bills.

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Four ways to use life insurance in your wealth planning

Oct 24, 2024 |RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

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Advisor meeting with clients

Alternative investments are becoming more accessible to investors—here’s what to know

Oct 24, 2024 |RBC Wealth Management

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

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