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Jeffrey M. Joy, CFP®

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          • Sign in Important information
          • Home
          • About
            • About me
            • The RBC Wealth Management difference
          • What matters for you
            • Working with a CFP®
            • Retirement income planning
          • Wealth management approach
          • Insights
          • Contact
          Father playing with young son

          Giving while living: How to start gifting assets during your lifetime

           Jun 24, 2025 |RBC Wealth Management

          Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

          Read more

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          Jeffrey M. Joy, NMLS # 1887091 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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          Obtain more information about this financial advisor on FINRA's BrokerCheck website

          Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

          Contact information

          Jeffrey M. Joy, CFP®

          First Vice President - Financial Advisor,
          Senior Portfolio Director

          Phone: 724-933-4413
          Cell: 216-337-0646

          Address
          Pittsburgh North
          1605 Carmody Court
          Sewickley, PA 15143
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