Mark Johnston, Financial Advisor at RBC Wealth Management

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

When it comes to your health, is the standard enough?

Affluent families increasingly turn to options for additional access, priority coverage and concierge medicine.

If private health care is a strategy for you, contact me for our RBC Echelon distinctive solutions.

If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings.

Let’s have a conversation about RMDs and current interest rates.

Taking RMDs is required if you’re 73+, with a December 31 deadline.

You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention.

Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level

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