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Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC R... more
FAQs about Matters Beyond Wealth:How many episodes does Matters Beyond Wealth have?The podcast currently has 71 episodes available.
May 14, 2024Understanding Quebec’s mandate law changesThis is part two of our Quebec-focused episodes. Listen in to learn about the changes to the mandate law in QuebecTo discuss this topic, our guest host Carmela is joined by Christina Kadas, notary, at Christina KadasFor the French version head to: https://read.rbcwm.com/4dxOhmm and stay tuned for part three of our Quebec-focused episodes...more16minPlay
April 30, 2024Why is Quebec significantly reverting back to in-person signatures?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 QuebecersTo discuss this topic, Leanne is joined by Hugo Fournier-Gendron, notary with the firm Gendron, CarpentierFor the French version head to: https://read.rbcwm.com/4db7uKi and stay tuned for part two of our Quebec-focused episodes...more14minPlay
April 16, 2024How have you put your real estate into your estate plan?Probate fees, underused housing tax and helping your child buy their first home—tips for managing real estate in your estate planTo discuss this topic, Leanne is joined by Rachel Goldman Robinson, partner at Torkin Manes LLP's private client services group...more23minPlay
April 02, 2024How could frozen embryos, ancestry apps, and the modern family impact your Will?The evolving concept of family and new scientific advancements bring new considerations for estate planners and executors to navigateTo discuss this topic, Leanne is joined by Susannah Roth, Consultant, at RBC Royal Trust...more18minPlay
February 27, 2024How can my RRSP or TFSA impact my estate?Registered plans, such as RRSPs, RRIFs, RESPs, TFSAs, are great tools to save, and might have tax implications for your estateTo discuss this topic, Leanne is joined by Lorraine Allard, pension and institutional trust consultant at RBC Royal Trust...more22minPlay
February 13, 2024What is considered “normal” memory loss versus dementia?Understanding dementia and what things can be done to increase brain functionTo 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...more24minPlay
January 30, 2024What if I leave my Will to the last minute?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....more19minPlay
January 16, 2024Why making a Will is choosing caring over chaosIdentifying the reasons and the strategies to help us start or update our estate plansTo discuss this topic, Leanne is joined by Michael Sherman, head of RBC’s Behavioral Economics team...more14minPlay
January 02, 2024Is your cross-border property in your estate plan?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....more15minPlay
December 05, 2023What to know about being someone’s power of attorneyWhat to consider when choosing who to name as your substitute-decision maker and what you should know if you’re someone’s power of attorneyTo discuss this topic, Leanne is joined by Kavina Nagrani, Partner at NIKA LAW LLP...more19minPlay
FAQs about Matters Beyond Wealth:How many episodes does Matters Beyond Wealth have?The podcast currently has 71 episodes available.