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What legacy do you want to leave? Our firm research found, across generations, leaving a legacy that passes on financial security, values and family harmony are the top priorities for wealthy individuals. Let’s talk about how I can help you plan for your legacy. #JohnGillilandRBC #gillilandgroup #wealthplanning
In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.
Read MoreDid you know financial advice and data can help business owners thrive? Running a business involves many moving parts and it is impossible to be an expert at all of them. Reach out to see how I can help. #JohnGillilandRBC #gillilandgroup
Financial empowerment matters. Reach out to access the resources available to help people of all ages feel more educated regarding money, investing and wealth planning. #JohnGillilandRBC #gillilandgroup #wealthplanning
If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline. #JohnGillilandRBC #gillilandgroup #wealthplanning
Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.