Provenance Group at RBC Wealth Management

Times may change. Commitments don’t.

Create a legacy that passes on your wealth and values

A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.

As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.

When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.

Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Value statement

Our job is to help create, maintain and protect wealth for retirees or individuals nearing retirement on a discretionary fee-basis. We accomplish this by asking pointed questions to understand what makes you unique and create a customized individual portfolio using researched money managers. Our goal is to build a lasting relationship of service and trust by helping to provide a reliable and predictable income stream from your portfolio.