David Serber, Senior Portfolio Manager & Wealth Advisor at RBC DS Inc.

09/29/2020

When choosing an executor it is important to pick someone who has the time and desire to complete the job. Watch David Chilton discuss what to consider when choosing an executor.

I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.

09/27/2020

It can take over 100 hours to settle an estate. The Wealthy Barber shares why it’s important to pick an executor who has both the time and desire to do the job.

I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.

09/25/2020

Just one-in-five in the next-generation of wealth holders surveyed feel prepared to care for their ageing parents. Lean how virtual health care may help relieve these concerns in RBC’s new report Shaping tomorrow, today.

Just one-in-five next-generation wealth holders feel prepared to care for aging parents. Learn how to plan for health care today—and tomorrow.

09/23/2020

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.

09/21/2020

There’s no one size fits all approach when estate planning involves a family cottage. Learn what David Chilton recommends your family’s first step in the process should be.

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.

09/15/2020

Does your family have a succession plan? In a new article we share tips for starting family conversations around wealth and business succession. Read here.

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

09/13/2020

A new report from RBC, in partnership with Campden Wealth, reveals only a third of next-generation ultra-high net worth individuals see their financial needs being met domestically. As these individuals diversify their wealth across borders, there’s much to consider. Read more

People's perspectives are becoming more global and more accepting of international opportunities. Here’s how to build and protect your wealth and legacy.

09/11/2020

Wealth is becoming increasingly borderless as enterprising global families stretch outwards in search of opportunities to build and protect their wealth and legacy. Learn what to consider when managing wealth across borders.

People's perspectives are becoming more global and more accepting of international opportunities. Here’s how to build and protect your wealth and legacy.

09/09/2020

If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?

09/09/2020

The pandemic's travel restrictions and physical distancing measures have accelerated the demand, use and availability of virtual medical services. Learn how these developments are solving health care worries for the Sandwich Generation.

Just one-in-five next-generation wealth holders feel prepared to care for aging parents. Learn how to plan for health care today—and tomorrow.

08/28/2020

Planning for long-term care now can empower ageing Canadians. Learn what families can do now to prepare to provide them dignity as they age.

According to the National Institute of Ageing, the number of Canadians over age 85 is expected to rise to 2.6 million by 2050. As life expectancy increases, learn why it is important for seniors to have a long-term care plans in place.

08/26/2020

The pandemic has fast-tracked the transition to online retail from store-based, and market share gains may become permanent for some online companies.