Matters Beyond Wealth

Pre-planning your funeral protects your loved ones. Learn how you can make it as special and unique as you are. To discuss this topic, Leanne is joined by Jeffrey Weafer, president of the Funeral Services Association of Canada

Learn how changes to the capital gains inclusion rates impacts estates, trusts, the family cottage and other property To discuss this topic, Leanne is joined by Prashant Patel, vice president of High Net Worth Planning Services, RBC Family Office Services

Can we truly reset our biology to defy our calendar age, and reboot our bodies back to our decades younger selves? To discuss this topic, Leanne is joined by Dr. Michael Roizen, anesthesiologist, internist and global chief wellness officer at the Cleveland Clinic

We dive into the future of senior living, beyond conventional options, offering new opportunities that offer support while maintaining a fulfilling lifestyle To discuss this topic, Leanne is joined by Elroy Jespersen, a founder of the first dementia village in Canada

This is part three of our Quebec-focused episodes. Listen in to learn how common-law couples can navigate their rights and protect their interests in Quebec To discuss this topic, our guest host Carmela Guerriero is joined by Marcella De Piano, notary at BCF’s Wealth Protection Group For the French version head to: https://read.rbcwm.com/44T6TcD  

This is part two of our Quebec-focused episodes. Listen in to learn about the changes to the mandate law in Quebec To discuss this topic, our guest host Carmela is joined by Christina Kadas, notary, at Christina Kadas For the French version head to: https://read.rbcwm.com/4dxOhmm and stay tuned for part three of our Quebec-focused episodes

This is part one of our Quebec-focused episodes. Listen in to learn how the change on virtual signing for most notarial acts will impacts Quebecers To discuss this topic, Leanne is joined by Hugo Fournier-Gendron, notary with the firm Gendron, Carpentier For the French version head to: https://read.rbcwm.com/4db7uKi and stay tuned for part two of our Quebec-focused episodes

Probate fees, underused housing tax and helping your child buy their first home—tips for managing real estate in your estate plan To discuss this topic, Leanne is joined by Rachel Goldman Robinson, partner at Torkin Manes LLP's private client services group

The evolving concept of family and new scientific advancements bring new considerations for estate planners and executors to navigate To discuss this topic, Leanne is joined by Susannah Roth, Consultant, at RBC Royal Trust

Registered plans, such as RRSPs, RRIFs, RESPs, TFSAs, are great tools to save, and might have tax implications for your estate To discuss this topic, Leanne is joined by Lorraine Allard, pension and institutional trust consultant at RBC Royal Trust

Understanding dementia and what things can be done to increase brain function To discuss this topic, Leanne is joined by Dr. Howard Chertkow, chair in Cognitive, Neurology and Innovation and Senior Scientist at Baycrest and Rotman Research Institute

Explore the consequences and complexities surrounding near-death decisions. To discuss this topic, Leanne is joined by Kirsten Jenkins, Partner at Norton Rose Fulbright Canada LLP.

Identifying the reasons and the strategies to help us start or update our estate plans To discuss this topic, Leanne is joined by Michael Sherman, head of RBC’s Behavioral Economics team

Dear snowbirds, listen in to learn important considerations for effective cross-boarder estate planning short description of the episode. To discuss this topic, Leanne is joined by Jim Yager, Consultant, Cross Border Tax, at RBC Family Office Services.

What to consider when choosing who to name as your substitute-decision maker and what you should know if you’re someone’s power of attorney To discuss this topic, Leanne is joined by Kavina Nagrani, Partner at NIKA LAW LLP

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges. To discuss this topic, Leanne is joined by Abby Kassar, Vice President, Business Owner Specialist, High Net Worth Planning at RBC Family Office Services and Murray Shapiro, Vice President, High Net Worth Planning Services at RBC Wealth Management Services

Learn ways to include charitable giving as part of your estate plan, providing you the opportunity to give during your lifetime and beyond.  To discuss this topic, Leanne is joined by Tony Maiorino, Vice President and Director, at RBC Wealth Management Canada.    

As our digital footprint continues to expand, learn how to address how those digital assets are handled after we’re gone To discuss this topic, Leanne is joined by Tracey Woo, Vice-president of Professional Practice and Tax at RBC Royal Trust

Learn about the potential costs of care as we age and ways to ensure your wealth plan can support your care plan   To discuss this topic, Leanne is joined by Audrey Miller, Managing Director at Elder Caring Inc.

Learn about how to help spot financial elder abuse, to mitigate it and how planning may prevent it

Learn about the innovative solutions to help older Canadians stay connected to others, stay independent, and in their homes longer

Highlights of some of the top episodes that resonated with you most over this past year

From Pokémon cards, Beanie Babies, stamps, coins to NFTs, learn estate planning tips for collectibles items

Planning for the future of your art collection in your estate

Using emotional intelligence to better navigate sensitive estate and late life planning conversations with loved ones.