The new tax law enacted late last year gave taxpayers little time to act. Learn how the new rules may affect your charitable giving choices for 2018 tax purposes. Contact us to discuss your specific goals.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Learn more about what sets us apart and contact us today to discuss how we can be of service to you.
October 29, 2018
A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.