Year-End Update: Community, Planning & Markets

December 17, 2025 | Lisa Thompson Family Wealth


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As we move through the final stretch of the year, we wanted to share a few timely updates including a meaningful local community milestone, a planning reminder that’s relevant for many families, and a quick look at how markets are shaping up.

Supporting Our Local Community: New Prince Edward County Hospital

RBC Foundation presents $600,000 in support of the new Prince Edward County Memorial Hospital, alongside local hospital leadership and community members.

We were pleased to celebrate an important milestone for our community. The RBC Foundation has committed $600,000 toward the new Prince Edward County Memorial Hospital project.

This funding will support the installation of solar panels as part of the hospital’s sustainability initiative helping reduce long-term energy costs while supporting environmental responsibility. With this contribution, the “Back the Build” campaign is now closing in on its $30 million fundraising goal.

We’re deeply grateful for the RBC Foundation’s leadership and commitment. Their support brings us one step closer to opening a world class facility our entire community can be proud of.

 

Supporting Our Local Community: Belleville Fire Department Toy Drive

Earlier this month, our team was pleased to participate in the Belleville Fire Department Toy Drive, a long-standing local initiative that helps bring holiday joy to families in need across our community.

With the generous support of our team, we were able to donate a collection of toys that will be distributed to children throughout the Quinte region this holiday season. Community involvement remains an important part of who we are, and we’re grateful to contribute in a small way to a cause that makes this time of year a little brighter for many families.

A Timely Reminder: November Was “Make A Will” Month

Many of you regularly have conversations with us about your wills and broader estate planning, and November’s “Make A Will” Month serves as an important reminder of just how meaningful that planning can be.

An up-to-date will helps ensure your wishes are clearly documented, your loved ones are protected, and your broader financial and tax planning remain aligned with your long-term goals. As life evolves through changes in family, career, health, or wealth, estate planning often needs to evolve as well.

If it has been some time since your documents were last reviewed, or if your circumstances have changed, this can be a good opportunity to revisit those discussions with your legal and financial professionals. As always, we’re happy to be part of that broader conversation when helpful.

Market Update: “More, But Less”

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth. That said, today’s environment is becoming more selective. While economic growth has remained resilient and inflation has eased from its peak, interest rates remain elevated and central banks continue to proceed cautiously.

This creates a backdrop where markets can still move higher, but with greater variability across sectors and regions. As always, diversification, discipline, and a long-term perspective remain key.

For a more detailed market outlook, you can read the full commentary here:
“More, But Less” – Jim Allworth, Investment strategist, RBC Dominion Securities

As We Head into the Final Weeks of the Year

December is always a natural time for reflection on the year behind us and the one ahead. As 2025 draws to a close, we remain focused on helping you stay aligned with your long-term goals, while navigating markets thoughtfully and deliberately.

If you have any year-end questions, planning items you’d like to revisit, or simply want to connect before the holidays, please don’t hesitate to reach out. We’re always happy to hear from you.

On behalf of our entire team, we wish you and your family a safe, warm, and wonderful holiday season.

Lisa Thompson Family Wealth