RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
For over 20 years, we’ve been managing wealth for high-net-worth individuals and affluent families. We know firsthand that financial decisions can impact every part of your life, and at Rudnick Wealth Partners, we are passionate about helping our clients and their families understand those decisions. Below you’ll find a selection of videos from RBC Wealth Management’s financial literacy series to get you started.
How can a budget help you set and reach your saving goals? What does “pay yourself first” really mean? In this lesson, Chris explores earnings and savings, and how planning tools like a budget calculator can help you save your money.
Do you know what your savings goals are? In this lesson, Chris looks at the importance of wealth planning – the benefits, key components, and steps you can take to create a clear picture of what you want your money to do for you.
What are asset classes and how can they help you achieve your financial goals? For this lesson, Chris reviews the main types of asset classes – cash, bonds, and stocks. (Appendix Notes 1 & 2 and bond calculations can be found here).
Did you know that more than half of Canadian adults do not have a signed Will? The most common reason reported is that many don’t know how to start the process. In this lesson, Chris gives an overview of Wills and Estates, both of which are key considerations for your financial planning. (Our Family Inventory Guide can be found here).
There are plenty of additional resources related to financial literacy that you, or perhaps someone you know, could benefit from. We highly recommend McGill’s Personal Finance Essentials Course, a collaboration between RBC Future Launch and The Globe and Mail designed to help you take charge of your personal finances.
Let us show you what that looks like.
