Matters Beyond Wealth

See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year. 

To discuss this topic, Leanne is joined by Howard Kabot, vice president of Financial Planning with Family Office Services team at RBC Wealth Management.

Related episodes: 

Helpful resources: 

For more information on RBC Royal Trust visit our website.

Understanding estates, probate, and the role of the executor.

To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professional Development at RBC Royal Trust.

Related episodes:

• What are the responsibilities of an executor?

Helpful resources:

• Artie the executor helper tool

For more information on RBC Royal Trust visit our website.

Learn about the alarming link between loneliness and chronic diseases in older adults

To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women's Age Lab at Women's College Hospital.

Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role.

To discuss this topic, Leanne is joined by Clare Burns, partner at the law firm WeirFoulds

We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts

To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones

Learn what bare trusts are and if the tax implications apply to you.

To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.

Listen in as we explore what beneficiaries can expect from executors during the estate settlement process

To discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust

Tell the story of how you lived and want to be remembered by writing your own obituary

To discuss this topic, Leanne is joined by Sandra Martin, award-winning journalist, columnist, and contributing writer for The Globe and Mail

Retirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforce

To discuss this topic, Leanne is joined by Dr. Shaun Murphy, retired Organizational Psychologist and Management Consultant

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