Schumacher Liebert Investment Group - RBC Wealth Management

Your source for valuable insights

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.

A new era of wealth transfer

May 06, 2025 |RBC Wealth Management

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

College funding: It's a family affair

May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name is a required field.