Peter Costa, Investment Advisor of RBC Dominion Securities Inc.

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Canada
Montreal, QC
Peter Costa, Investment Advisor of RBC Dominion Securities Inc.

Informations de contact, plan et itinéraire, formulaire de contact, heures d'ouverture, services, évaluations, photos, vidéos et annonces de Peter Costa, Investment Advisor of RBC Dominion Securities Inc., Finance, 1 Place Ville Marie, Montreal, QC.

08/30/2020

New research from RBC, in partnership with Campden Wealth, found 33 percent of next-generation wealth holders are either without a succession plan, unaware of any plans, or are in the drafting stage of creating one. Learn why succession plans can be the key to family harmony.

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

08/29/2020

Votre famille a-t-elle mis en place un plan de relève ? Dans un nouvel article, nous vous donnons des conseils pour amorcer les discussions avec les membres de votre famille sur la relève en entreprise et en matière de patrimoine. Lisez-le ici.

L’épidémie de COVID-19 a fait de la planification de la relève une priorité. Elle nous rappelle à quel point la vie est fragile et l’importance de se préparer pour l’avenir. Voici comment amorcer la conversation avec vos proches.

08/28/2020

08/08/2020

The Wealthy Barber has heard many estate planning, cottage related nightmare stories over his lifetime. Watch the video to learn why David Chilton recommends hiring a professional.

The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.

08/07/2020

Considering taking on the role of an executor? After David Chilton explains the steps you may be responsible for, you may want to reconsider. Watch here.

If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.

08/06/2020

Thinking of accepting an executorship? David Chilton shares how difficult the process can be. Watch the full video before making your decision.

If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.

Adresse

1 Place Ville Marie
Montreal, QC
H3B1Z3

Site Web

https://ca.rbcwealthmanagement.com/web/peter.costa/

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