Marianne Currado Financial Planner, RBC Dominion Securities

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.

Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4coReGI

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/4fPics7

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

What to know about appointing a power of attorney for property or mandatary for property

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4fKVaUp

Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the difference.

Jean Beaton, Lawyer, joins us on June 17th when we will explore the implications of Divorce and Separation on Family Law. Marianne Currado, CFP will discuss the impact of this life event on taxes.

https://bit.ly/3QiZrEy

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on what your goals are right now, you can also consider saving all or a portion for your financial future.

A few ideas:
- Pay down non-deductible debt: Reduce outstanding non-deductible debt that’s subject to a high interest rate like credit cards or personal loans.
- Education savings: Contributing to a RESP now means you're investing in your children's or grandchildren's future.
- Protect what matters: Update your Will or make sure your insurance coverage still fits your life today.

There's no one-size-fits-all answer. If you want to talk through how to prioritize your refund to align with your goals, you can reach out to me.

Ken Lancaster, CFPA, joins us on May 6th when we will dig into the T1 General and discuss tax deductions and tax credits that will help you decide on your next financial move. REGISTER HERE.. or copy and paste this to your browser

https://bit.ly/422QaTF