Sam Rook, Portfolio Manager of RBC Dominion Securities Inc.
Providing total wealth management (Financial Plan, Estate Review and Asset Allocation) for families and business owners.
If you’re planning your estate realizing there’s just too much to deal with, consider “giving with a warm hand”. In this blog I explain how giving while you’re alive can make a meaningful difference both during your life and after.
If you’re in the process of planning your estate, you might be worried about probate tax. Did you know that setting appropriate beneficiaries on your RSP & TFSA can eliminate probate completely on those accounts?
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