The Drake Group at RBC Wealth Management

06/25/2026

If you own a business, your biggest financial questions may sound something like this:

•What's my business worth?
•When's the right time to sell?
•What transition option fits my goals?

We've got a resource built around exactly those questions. Let's talk through it together.

06/16/2026

Join us for an informative virtual call focused on helping protect yourself and your loved ones from online fraud and scams in today’s technology-driven world.

05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

05/13/2026

Successful wealth transfer is about making sure beneficiaries understand what they may receive and how their inheritance can be used for generations to come. It’s important to be prepared well ahead of a wealth transfer.

Download our free wealth transfer guide.

04/22/2026

If you're over 60 and your retirement plan is in solid shape, not every financial decision needs to maximize investment returns. Sometimes the best "returns" come from peace of mind and a bit more joy.

This article highlights four moves worth considering:

1. Tackle big expenses while still working
That new roof or car replacement? Do it now so you won't have to pull from your portfolio in early retirement.

2. Pay down your mortgage
The math might not always favor it, but I've never met anyone who regretted entering retirement debt-free.

3. Build liquid reserves in a taxable account
Less tax-efficient than retirement accounts? Yes. But the flexibility is worth its weight in gold.

4. Splurge a little now
Take that big trip. Invest in experiences you've been putting off. You're still earning income and healthy enough to enjoy it—timing matters.

Here's what is worth noting: If your numbers are good, it's okay to shift some focus from pure optimization to actually living the life you've been planning for.

If your plan is in good shape, you can put more weight on allocating to decisions that deliver a psychological return rather than a financial one.