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Did you know the most impactful gift can be monetary? If you know someone’s been saving for a home or is passionate about charity, a financial gift might be the most significant thing you can give them. Connect to learn more. *RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal and Tax Advice https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice
Wealth isn't just what you leave behind, it's part of the legacy you pass on. A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations. Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.
May International Day of People with Disabilities bring awareness and inclusivity to our communities, promoting a world where everyone can thrive.
Happy holidays! Take the time to enjoy your favorite traditions with your favorite people.
Happy Thanksgiving! May it be a day full of gratitude and love.
Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.
For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.
If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.
RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer. We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future. I can help you start the conversations toward creating a legacy with family harmony.