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 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

Tuesday Jan 02, 2024

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.

Tuesday Dec 05, 2023

What to consider when choosing who to name as your substitute-decision maker and what you should know if you’re someone’s power of attorney
To discuss this topic, Leanne is joined by Kavina Nagrani, Partner at NIKA LAW LLP

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