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Insights & Research


 Views on the global financial markets and insights on managing your wealth      

+ Spring 2016

Global Insight Monthly

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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Brexit or Bremain:
Impact on the U.K. and Beyond

A look at the implications of the U.K. voting to exit the European Union.

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Portfolio Advisor
Demystifying Diversification

Strategies to help you diversify your portfolio and manage risk.

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Market Insights
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Special Report
2016 Federal Budget Highlights

An in-depth look at changes proposed in the March 2016 Federal Budget, and ways to address their potential impact on your wealth.

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+ Winter 2016

Global Insight
2016 Outlook Edition

Read our in-depth outlook for the year ahead in global equity, fixed-income, currency and commodity markets.

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Building Tax-Free Wealth
TFSA Quick Tips 2016

You can contribute an additional $5,500 to your TFSA effective January 1, 2016. Find out how to maximize tax-free benefits. 

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RRSP Deadline
RRSP Quick Tips 2016

What you need to know before the February 29, 2016 RRSP contribution deadline.

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2016 Tax Changes

A summary of the key tax measures that may have a direct impact on you.

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Portfolio Advisor Retirement Planning Edition
Ready, Set, Retire

Income and wealth preservation ideas that can help you retire comfortably.

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Market Insights
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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Special Report
Retiring in Canada

A comprehensive planning toolkit for those approaching and already in retirement.

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+ Fall 2015

Global Insight Monthly

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

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Loonie Tunes

What lies ahead for the Canadian dollar. 

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10 Principles of Successful Investing in Volatile Markets

Strategies to help you manage volatility and achieve your long-term investment goals.

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Market Insights

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

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2015 Year-End Tax Planning

By taking action before December 31, 2015, you may be able to reduce your tax bill.

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Asia-Pacific Wealth Report 2015

Wealth is growing faster in the Asia-Pacific than any other region in the world, according to an RBC Wealth Management / Capgemini report.

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Perspectives Magazine 
Family Wealth Planning – Volume 3, Issue 1

Volume 3, Issue 1 of Perspectives is now available, featuring investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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+ Summer 2015

Global Insight Monthly

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.
 
Not Down and Far From Out
Global Insight Special Report

Canadian consumers are ready to spend - and they have the means to do it. In this report, we look at beyond stagnating incomes and high debt levels to a reality that may not be as bad as the headlines suggest.
 
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Making a Difference
Many Canadians want to "do good while doing well" when investing their wealth. In the new edition of Portfolio Advisor, we look at ways to manage your wealth for the future while making a difference in the world around us.
 
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Market Insights
The latest insights from our chief investment strategist on how investors should position their portfolios for today's financial markets.
 
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Catch Up On Your Financial To-Do List This Summer
Ten things you can do to simplify your finances, help reduce taxes and protect your family's financial security. After putting on sunscreen, these may be the most important things you do this summer.
 
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U.S. Tax Exposure: Broader Than You Can Imagine
 
In this report by RBC Wealth Management Services, we highlight the many ways that you can be affected by U.S. tax obligations.
 
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World Wealth Report 2015
 
RBC Wealth Management, in partnership with Capgemini, released the World Wealth Report 2015 on June 17. Based on survey responses from more than 5,100 high net worth investors (HNWIs), the report explores confidence levels, investment decisions and preferences for the wealth management advice and services they receive.

Explore the interactive report website at:
www.worldwealthreport.com

 

+ Spring 2015

Global Insight Spring 2015

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.
 
U.K. Election: A Lose-Lose Outcome?
No matter who ends up in Downing Street in May, each of the likely outcomes points to greater uncertainty and risk.
 
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Get Ready for Tax Time
Tips and key dates for planning and filing your 2015 tax return.
 
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A Little Tax-Smart Personality Goes a Long Way
Make the most of the tax-saving strategies that fit your own "tax personality.”
 
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Market Insights
The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.
 
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The Business Owner’s Guide to Wealth Management
 
Ten key decisions you need to make – from start-up to wind-down.
 
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+ Winter 2015
Global Insight 
2015 Outlook Edition
Our in-depth outlook for global equity, fixed-income, currency and commodity markets.
 
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Over a Barrel
Special Report on Oil 
 
Oil prices have moved sharply lower over the past six months. Our Portfolio Advisory Group explains why – and what it means to investors.
 
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Building Tax-Free Wealth
TFSA Quick Tips 2015
You can contribute an additional $5,500 to your TFSA effective January 1, 2015. Find out how to maximize all the tax-free benefits.
 
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RRSP Deadline
RRSP Quick Tips 2015
What you need to know before the March 2, 2015 RRSP contribution deadline.
 
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Portfolio Advisor RRSP Edition
Twelve Strategies to Maximize Your RRSP 
Optimize growth potential, lower investment risk and ensure a well-funded retirement.
 
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Market Insights
Wealth Management Review
 
The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.
 
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White Paper on Business Succession
Succeeding in Succession
You have worked hard to get your business to where it is today. One day, will someone else run this business? Or will they run it into the ground?
 
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