Matters Beyond Wealth

Some decisions you make are financial. Some are deeply personal. The ones that matter most are both. 

Through thoughtful, candid conversations with experts across Canadian law, health, finance and more, each episode offers perspective and practical insights to help you navigate important and complex issues - from managing family drama around the cottage, to safeguarding aging parents from abuse and making end-of-life choices.

Episodes

Apr 15, 2026

23 min

A thriving cohort of older Canadians is showing how life beyond 100 can be attainable and desirable.
To discuss this topic, Leanne Kaufman is joined by Dr. Angela Roberts, PhD, research associate, Western University’s Canadian Centre for Activity and Aging.
Related episodes:
Exercise as medicine: Can working out help protect us from dementia?
Closing the gaps in women’s health research
For more information, visit our website.

Apr 15, 2026

23 min

Jan 7, 2026

28 min

The interplay of finance and psychology is changing the way people approach money decisions.
To discuss this topic, Leanne Kaufman is joined by Meghaan Lurtz, PhD, Professor of Practice - Advanced Financial Planning and Financial Therapy Certificate Programs, Kansas State University.
Related episodes:
Strategies to help you prepare for a financial windfall
Why estate and legacy planning are a vital part of your financial plan
For more information, visit our website.

Jan 7, 2026

28 min

Oct 22, 2025

18 min

Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud.
To discuss this topic, Tony Maiorino is joined by Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.
 
Related episodes:
What happens to my online accounts and assets after I am gone?
Spotting financial elder abuse
Tips to help simplify caregiving from a distance
For more information, visit rbcwealthmanagement.com.

Oct 22, 2025

18 min

Oct 1, 2025

18 min

These considerations can help owners ensure their business is set up for success today and in the future.
To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions.
Related episodes:
Estate planning tips for business owners
How does a living trust differ from a trust in your Will?
Rethinking insurance in your estate planning
 
For more information, visit rbcwealthmanagement.com.

Oct 1, 2025

18 min

Aug 27, 2025

14 min

Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.
 
To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary.Related episodes:
The dementia grey area
The race to deal with dementia in Canada
For more information, visit our website.
 

Aug 27, 2025

14 min

Jul 30, 2025

25 min

Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiovascular risk factors.
To discuss this topic, Leanne is joined by Dr. Kara Nerenberg, an associate professor and clinician scientist at the University of Calgary.
Related episodes:
Closing the gaps in women’s health research
Preventive healthcare in Canada
For more information, visit our website.

Jul 30, 2025

25 min

Jul 2, 2025

29 min

Did you know that women are often ignored in healthcare research and can spend more of their lives in poor health?  The Canadian Institutes of Health Research is working to change that.
Investing in women’s health research is not just important for our health, it’s important for our economy.
To discuss this topic, Leanne is joined by Dr. Angela Kaida, Scientific Director, Institute of Gender and Health at the Canadian Institutes of Health Research
 
Related episodes:
Six steps to help keep your brain healthy
Preventive healthcare in Canada
 
For more information, visit our website.

Jul 2, 2025

29 min

May 6, 2025

17 min

As we look at our aging population in Canada, or even our own aging, there’s an opportunity to think of healthcare a little differently. Most Canadians think of healthcare as what happens when you’re sick. What if we look at healthcare as something that happens prior to being in the emergency room? That’s preventive healthcare.
To discuss this topic, Leanne is joined by Dr. Khalil Sivjee, MD, FRCPC, FCCP, Medical Director, Cleveland Clinic Canada and Chief Medical Director, RBC.
 
Related episodes:
Exploring living longer with steps to improve your ‘real age’
Innovative technology for older adults and caregivers
 
For more information on RBC Royal Trust visit our website.

May 6, 2025

17 min

Apr 15, 2025

17 min

Learn about navigating and recognizing the early signs of dementia in loved ones.
To discuss this topic, Leanne is joined by Nancy Carlson, a children’s book author and illustrator.
Related episodes:
What is considered “normal” memory loss versus dementia? 
Strategies for caregivers to avoid burnout
The race to deal with dementia in Canada
Incapacity: Do you know if family decides for you?
For more information on RBC Royal Trust visit our website.

Apr 15, 2025

17 min

Mar 27, 2025

17 min


Taxes can be one of the biggest drains on retirement income. Learn tax-planning strategies to help make your retirement dollars work harder.
Related episodes:
When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?
Why estate and legacy planning are a vital part of your financial plan
For more information on RBC Royal Trust visit our website.

Mar 27, 2025

17 min

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