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
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
"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.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
