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

What is a dementia village?

Tuesday Jun 11, 2024

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

Tuesday Apr 16, 2024

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

Tuesday Apr 02, 2024

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

Tuesday Feb 27, 2024

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

Tuesday Feb 13, 2024

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

Tuesday Jan 30, 2024

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.

Tuesday Jan 16, 2024

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

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