Matters Beyond Wealth

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 Royal Trust.

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Episodes

Tuesday Sep 03, 2024

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

Tuesday Aug 20, 2024

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

Thriving in retirement

Tuesday Aug 06, 2024

Tuesday Aug 06, 2024

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

Tuesday Jul 23, 2024

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

Tuesday Jul 09, 2024

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

Tuesday Jun 25, 2024

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

Tuesday Jun 11, 2024

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

Tuesday May 28, 2024

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
 

Tuesday May 14, 2024

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

Tuesday Apr 30, 2024

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, CarpentierFor the French version head to: https://read.rbcwm.com/4db7uKi and stay tuned for part two of our Quebec-focused episodes

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