Wealth planning resources

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Financial and retirement planning

Business owner planning

Tax planning

Will and estate planning

Women in wealth

Holdco and trust solutions

Insurance analysis

Financial literacy

Mental health and wellness

Charitable giving

Banking and credit advice

Investment management

WEALTH PLANNING

Financial and retirement planning

Ten strategies to pay less tax in retirement

Retirement checklist

WEALTH PLANNING

Business owner planning

Preparing your operating company for future sale

Planning the sale of your business

Year of sale of your business

Year after the sale of your business

Tax-planning checklist for the owner-manager

WEALTH PLANNING

Tax planning

Transferring your farm to the family

Selling the farm and the lifetime capital gains exemption

Capital gains exemption on private shares

Tax planning basics

2025 U.S. tax reform – possible impacts for Canadians

COLLABORATION

Will and estate planning

Succession planning for your Canadian vacation property

Multiple Wills

Estate freeze

Until death do us part: Then everything can change...

COLLABORATION

Women in wealth

Women and wealth: A planning workbook

Your comprehensive financial plan

Seven questions you need to ask about your retirement

COLLABORATION

Holdco and trust solutions

Testamentary trusts

Living/family trusts

COLLABORATION

Insurance analysis

Understanding corporately owned life insurance

Corporate Wealth Transfer

additional support

Financial literacy

Wealth stage plans

The RBC Wealth Management Financial Literacy Program

Investment risk and diversification

Asset classes

additional support

Mental health and wellness

Cleveland Clinic: Helping you put your health first

Key facts: Why you need to plan ahead for the cost of care

Gaining greater confidence about health care

portfolio management

Charitable giving

Four things to consider before making a charitable donation

Leaving a legacy

portfolio management

Banking and credit advice

RBC Private Banking Premier

RBC Homeline Plan

portfolio management

Investment management

Risk – and what you can do about it

The cycle of market emotions

The freedom to live the life you want

Contact information
Paul Empringham
Senior Portfolio Manager
paul.empringham@rbc.com
Phone: 905-312-2905
Cell: 905-324-0054
Jeremy Bridger
Senior Wealth Advisor, Financial Planner
jeremy.bridger@rbc.com
Phone: 905-945-0112
Ken Lancaster
Senior Wealth Planning Specialist
ken.lancaster@rbc.com
Phone: 905-312-7696
Cell: 365-378-3316
Marianne Currado
Financial Planner
marianne.currado@rbc.com
Phone: 905-388-0432
Elizabeth Spaan
Financial Planner
elizabeth.spaan@rbc.com
Phone: 905-312-7691
Cell: 905-312-7691
Empringham Bridger Private Wealth Partners of RBC Dominion Securities Inc.
paul.empringham@rbc.com
Toll-free: 1-855-847-8962
Branch information
259 Wilson Street East
Unit 1B
Ancaster, ON, L9G 2B8
Website
RBC Dominion Securities Inc., © 2026