The survey was conducted by RBC Wealth Management as part of one-on-one planning sessions with clients.

"Our clients are very concerned about estate planning. What happens to their wealth during retirement and after they are gone are their main priorities," said Howard Kabot, vice-president of Financial Planning at RBC Wealth Management Services.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

"Clients tell us that they want to make sure their families are appropriately taken care of and that their financial plan is as efficient, effective and prudent as possible," Kabot added.

Other issues identified in the survey as important to wealthy clients include planning for disability, tax minimization and philanthropy.

As a comparison, Canadians as a whole are interested in reducing what they owe (32%), followed by spending less (28%) and saving or investing more (24%), according to RBC Canadian Consumer Outlook, published in July this year.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.