RBC Dominion Securities Windsor Continues Financial Support to Local Organizations

May 21, 2020 |Dane Charles
We are happy to announce that the RBC Dominion Securities Windsor Office recently donated $3,500 to the Canadian Mental Health Association of Windsor to celebrate Canadian Mental Health Week. Additionally, with the help of our friends at the WindsorEssex...
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Personal Finance Essentials - Learning Modules

Nov 12, 2019 |Dane Charles
November is Financial Literacy Month, and RBC Future Launch has collaborated with McGill University and the Global and Mail to offer access to McGill Personal Finance Essentials learning modules. The 8 module learning series gives participants knowledge...
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Cross Border Banking - RBC Makes It Easy

Apr 15, 2019 |Dane Charles
Friends working in the U.S. If you're still dealing with the frustration of opening a U.S. bank account at a U.S. institution to get paid to that account, processing an electronic transfer to your U.S. or Canadian bank account at your Canadian financial...
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How to Prepare For Wealth Transfer In Blended Families

Apr 15, 2019 |Dane Charles
“I have children from a previous marriage, so I think a lot about treating them in an equal manner. But I haven’t started properly planning it – I’ve only signed a prenuptial agreement in my second marriage.” Sound familiar? Last article we touched on...
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Business Owner MVP - You're Doing It All Wrong

Apr 15, 2019 |Dane Charles
If You’re The Most Important Person In Your Business, You’re Doing It Wrong When asked this simple question “If you disappeared from your business for 1 month or 1 year, would it survive?” the look I often get is of sheer terror. If a feather hit the...
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Where is your time being spent?

Apr 15, 2019 |Dane Charles
After a round of golf this weekend I couldn’t help but think about just how many similarities the game has to investing. While on the driving range, I noticed how many people were just swinging away tirelessly with their drivers – shot after shot after...
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Are you paying too much?

Apr 15, 2019 |Dane Charles
You’re paying too much if… You don’t need advice. Most "do-it-yourselfers" shouldn’t own high fee mutual funds that have an advice component built in. They’d be much better off with low-cost ETFs or building a custom portfolio of stocks and fixed income...
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Misalignment of Loyalty

Apr 15, 2019 |Dane Charles
Investors should be loyal. Intensely loyal. But it should be directed to their financial plan, and the philosophy and process behind it – not necessarily to their advisor. Weird coming from the mouth of an advisor myself – I know. However, investing your...
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Understanding Behavioural Biases & The Investment Challenges They Present

Apr 15, 2019 |Dane Charles
Behavioural coaching is such a critical part of an advisor's function because of the very human way our brains work. The biggest hurdles for investor’s typically involve managing one's thoughts – and at no fault of their own. We'll explore what some of...
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Life Stage Financial Planning Tips

Apr 15, 2019 |Dane Charles
Regardless of age and personal status, wealth management is an essential component of one’s financial condition. However, there are different stages of one’s life when certain issues require different estate planning strategies. The next few points are...
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