Fournier Wealth Management at RBC Dominion Securities
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Lyndon Fournier and his team are a group of seasoned investment advisory professionals, operating wi
Lyndon Fournier and his team are a group of seasoned investment advisory professionals, operating within RBC Dominion Securities. Our work is not confined to portfolio creation, portfolio performance and investment management. We believe in a far more comprehensive approach to wealth creation. In addition to the above, our approach encompasses financial, investment, tax, insurance, retirement, wil
If you don’t have an up-to-date Will, which of these common reasons do you relate to?
A) “I don’t know where to start.”
B) “I don’t have the time.”
C) “It’s too much effort.”
If any of these apply, contact me. After all, your Will might just be the most important legacy you leave. Why wait?
Generational shift: Navigating the great wealth transfer and its implications on philanthropy Understanding how the next generation feels about wealth and philanthropy will be key as we see a refocus in priorities and perspectives.
Do you have a comprehensive plan that takes your current financial situation into account and positions you to achieve your future goals? Are you able to answer the questions below? Contact me to get started on building a personal financial plan for you, your family and your future.
Author Ann Douglas dissects the midlife realities women face offers strategies for thriving in this messy life stage. The post Navigating the Messy Middle: Debunking Midlife Money Myths appeared first on Discover & Learn.
Navigating the Messy Middle: Debunking Midlife Money Myths Author Ann Douglas interviewed women about the midlife realities they are facing. We asked her what they had to say about money.
More and more seniors want to age in place at home – so how can they plan to do so safely while meeting their ever-evolving needs?
In this episode of Matters Beyond Wealth, host Leanne Kaufman talks to Audrey Miller, MSW, RSW, founder and Managing Director of Elder Caring Inc. about the key considerations of aging comfortably at home. Listen here. https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-5-aging-at-home-safely-and-securely
Ways to earn passive income as an investor, plus a look at the benefits and risks involved. The post Passive Income: How to Make Your Money Work For You appeared first on Discover & Learn.
Passive Income: How to Make Your Money Work For You Ready to earn some passive income? Here are the basics of creating regular cash flows from investments without breaking (too much of) a sweat.
Leanne Kaufman, president and CEO of RBC Royal Trust, and '96, shares insights in Queen's Law Reports on managing your wealth and planning your estate, digital assets and planned charitable giving. Read the full article to learn more.
Planning your financial future and legacy | Queen's Law Especially for legal professionals, Leanne Kaufman, Law’96, RBC Royal Trust’s President and CEO, shares insights and advice on wealth management, estate planning, and more.
Art has always acted as a mirror to society. Our art changes as things like technology, globalization, and now, a global pandemic drastically alter the way we live our lives. Canada is a hub for creative digital technologies and the arts. In this episode of RBC Disruptors, John Stackhouse is joined by iconic Canadian photographer Ed Burtynsky and his business partner and gaming expert, Vikas Gupta. Together at AVARA Media, they are pushing the boundaries of photography using augmented reality, virtual reality and photogrammetry to create immersive, three-dimensional visual experiences. With people across the globe adjusting to a widely professed “new normal,” a boom in augmented reality and virtual experiences is taking place. In this episode, we discuss: How is technology transforming the photographic experience?How can Canadian artists and creatives make an impact in a digital-first world?How are augmented reality and virtual reality going to help us better communicate and enhance the human experience post COVID-19?Learn more about Ed Byrtynsky and Avara Media's work here: https://thoughtleadership.rbc.com/ed-burtynskys-augmented-reality/?fbclid=IwAR3FLeXduudLrZX1_8MqUq4kDr7gijqru9JTRQXpkFaYznRT3NJsb9UrWowhttps://www.avaramedia.com/ar
How Is “Photography 3.0” Helping Us Experience the World in a Post COVID Society? | Disruptors The COVID-19 crisis has redefined the way we experience the world around us, but long before that, advances in augmented and virtual reality were beginning to allow audiences to view the world through a new lens. In this episode of RBC Disruptors, John Stackhouse speaks to iconic Canadian photograph...
If I become incapacitated, who acts on my behalf? There are important documents you'll want to make sure you've prepared in your estate plan, such as powers of attorney (POA) which are meant to protect you while you're alive. Senior Manager, Professional Practice Group at RBC Royal Trust, Elaine Blades shares the importance of having powers of attorney.
Why You Need Powers of Attorney | Epilogue Wills Along with your Will, powers of attorney (POA) make up the cornerstone documents in your estate plan.
Financial elder abuse, what is it, and what are the warning signs to watch for? Listen into part one of two Go-to-Grandma podcast episode on financial elder abuse, as Elaine Blades, Senior Manager, Professional Practice Group at RBC Royal Trust dives into the importance of your power of attorney and shares ways to help protect yourself.
WINNING: GOAL — Go-To Grandma with Kathy Buckworth Author and coach Julie Ellis on setting Big Gorgeous Goals, no matter where you are. Writer and coach Nadine Araksi from Kickstartology Consulting on kickstarting a career as a grandma. Take 5 With RBC interview with Royal Trust President and CEO Leanne Kaufman looks at how to manage probate.
Listen in to learn the various complications and implications of changing your Will, or creating it in a near-death situation.
What if I leave my Will to the last minute? Explore the consequences and complexities surrounding near-death decisions
Wealth plans with a purpose. Learn the various ways to include charitable giving as part of your estate plan. Providing you the opportunity to give during your lifetime and beyond. Join Leanne Kaufman, president and CEO of RBC Royal Trust as she discusses wealth planning and philanthropy with Tony Maiorino, Vice President and Director, at RBC Wealth Management Canada.
Wealth and giving: what are your philanthropic goals? Learn ways to include charitable giving as part of your estate plan, providing you the opportunity to give during your lifetime and beyond
You've worked hard to build your business, and you want to secure your business legacy. To help, we are sharing some estate planning insights you won't want to miss.
Join Leanne Kaufman, president and CEO of RBC Royal Trust as she dives into estate planning considerations for business owners with Abby Kassar, vice president, Business Owner Specialist, High Net Worth Planning at RBC Family Office Services and Murray Shapiro, vice president, High Net Worth Planning Services at RBC Wealth Management Services.
Estate planning tips for business owners Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges
Will you thrive in your senior years? It all starts with a proactive plan. Contact me to help you build yours.
Retirement is typically comprised of three distinct stages, each with their own set of financial responsibilities and outcomes The post Discover the Three Stages of Your Retirement Journey appeared first on Discover & Learn.
Discover the Three Stages of Your Retirement Journey Retirement is typically comprised of three distinct stages, each with their own set of financial responsibilities and outcomes
Tackling some home improvements can help make your home more livable and comfortable as you age. The post Renovating Your Home for Aging in Place appeared first on Discover & Learn.
Renovating Your Home for Aging in Place Tackling some home improvements can help make your home more livable and comfortable as you age.
If a loved one dies with outstanding debt, who's responsible for it? Learn how debt is managed after death and what your role might be. The post Debt and Death: Managing Financial Obligations After the Death of a Loved One appeared first on Discover & Learn.
Debt and Death: Managing Financial Obligations After the Death of a Loved One If a loved one dies with outstanding debt, who's responsible for it? Learn how debt is managed after death and what your role might be.
The death of a family member often involves a transfer of wealth. A financial support team can provide important guidance through the process. The post Loss of a Loved One: Who’s on Your Financial Support Team?
Loss of a Loved One: Who's on Your Financial Support Team? The death of a family member often involves a transfer of wealth. A financial support team can provide important guidance through the process.
Click the following links to learn more about Cirque du Soleil and its creative process. You can find details on the programs and streams offered by The Creative Destruction Lab HERE, or visit the Rotman School’s page on the University of Toronto’s website. Acumen Law’s homepage is vancouvercriminallaw.com, and you can also follow Kyla Lee on Twitter . Learn more about the programs offered by OCAD University on the school’s website. Arrange a tour, or find details about the Metalworks Institute in Mississauga HERE. Theresa referenced a previous episode of Disruptors about NEXT Canada, and the next generation of Canadian entrepreneurs.
The Creativity Economy Part 1: A (New) Power Skill for the 2020s | Disruptors It’s a word that has almost as many definitions as it does applications: creativity. The Cambridge Dictionary calls it “the ability to produce or use original and unusual ideas.” According to Wikipedia, it’s a “phenomenon whereby something somehow new and somehow valuable is formed.” To ...
Want to give your kids or grandkids a fun, easy way to build financial skills? The Mydoh money-management app does just that. It's free for all clients, and allows kids and teens to practice earning, spending and saving money. To learn more about getting started with Mydoh, contact me today.
It's never too early to talk to your kids or grandkids about money. It helps develop healthy money habits and sets them up for success later in life. Don't know where to start? See if they're aware of the four points below. Get in touch for support in expanding their knowledge today.
Mental health: It's just as important as our physical health, but it often doesn't get the same attention. In honour of CMHA Mental Health Week, lets continue to spread kindness and compassion to all. Join me in support of .
How might the 2024 federal budget impact Canadians? Watch the video and contact me to chat about how these points may impact you.
Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.
Planned philanthropic giving can help create a beautiful legacy.
Being an executor can be stressful. Are you ready for the job ahead?
Planning options to consider in building a retirement nest egg as a business owner.
How will you leave your mark on the world? In honour of Leave a Legacy Month, learn about creating your own legacy – however large or small – and contact me to help you with a plan to carry it through.
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