December 2025 - Happy Holidays
Location To Be Determined
Wishing you the happiest of holidays with your family and friends!
*No webinar scheduled for today*
January 2026 - Start of Year Reminders
Location To Be Determined
Join us for a quick, insightful webinar covering key reminders for 2026. We'll discuss TFSA and RRSP contribution limits, tax planning, and tips to align your portfolio for the year ahead. Perfect for staying on top of your financial goals and preparing for tax season.
RSVPFebruary 2026 - Wills and Estates
Location To Be Determined
Join us for a brief and informative webinar with our colleague, Lesley Donsky, Senior Advisor with our Wills and Estates team. Lesley will share valuable tips and insights to help you plan more effectively for your future.
RSVPNovember 2025 – Canadian Federal Budget
Location To Be Determined
Join us for a quick, informal walkthrough of the recent 2025 Canadian Federal Budget announcement.
October 2025 - Market Update
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar discussing our outlook on the markets.
September 2025 - Investing 101: A Beginner’s Guide to Building Wealth
Webex Webinar Toronto, Ontario
Join us for a quick, engaging session designed especially for young and new investors! We’ll cover the basics of getting started with investing, explain key concepts in simple terms, and share practical tips to help you build your financial future with confidence. Whether you’re just out of school or simply new to investing, this is your chance to get set for success.
August 2025 - Navigating the RBC DS Online Portal
Location To Be Determined
Join us for a quick, informal walkthrough of the RBC Dominion Securities online portal. We’ll highlight where to find key features, how to check your balances and transaction history, move money, and access eStatements—all from your computer or mobile device. Plus, we’ll share tips on customizing your dashboard, setting up security alerts, and using secure messaging. Whether you’re new to online banking or looking to get more out of the RBC DS platform, this session will help you bank smarter and take full advantage of all the digital tools at your fingertips.
July 2025 - Finding the Right Mortgage for You
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar on what really matters when choosing a mortgage. Beyond just getting the best rate, we’ll cover key factors like terms, flexibility, and long-term impact on your financial plan. Perfect for anyone looking to make a smarter, more informed mortgage decision.
June 2025 - The “Big Beautiful” Tax Shake-Up: What Section 899 Means for Canadian Investors
Location To Be Determined
Join us for a quick, informative session as we break down the “One Big Beautiful Bill Act” and its headline-grabbing Section 899. We’ll explain what this new U.S. tax rule could mean for Canadian investors, why it’s making waves globally, and how we’re positioned to help you navigate any changes. Perfect for anyone with cross-border holdings or an interest in global investing trends.
May 2025 - Breaking Down the Canadian Election
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar on the key takeaways from the recent federal election. We’ll break down what it means for your day-to-day life, investments, and overall financial plan, helping you navigate any changes with confidence. Perfect for anyone looking to stay informed and make smarter financial decisions.
April 2025 - Navigating Market Volatility: What’s Next?
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar on recent market volatility and what it means for investors. We’ll break down key drivers, the impact on different asset classes, and how to position your portfolio moving forward. Perfect for anyone looking to stay informed and make confident investment decisions.
March 2025 - Life Insurance & Your Financial Plan
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar on the role of life insurance in building a strong financial future. We’ll break down how different types of coverage fit into your overall plan, whether you’re looking to protect your family, grow your wealth, or optimize your estate. Perfect for anyone wanting to make informed decisions and get the most value from their policy.
February 2025 – Preparing For A First Home Purchase
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar to help you or your family prepare for a first home purchase in Canada. We'll cover tax-efficient strategies, the best accounts to save in, and government programs like the First Home Savings Account and Home Buyers' Plan. Perfect for first-time buyers looking to navigate the process and maximize financial opportunities.
2025 Start of Year Reminders
Webex Webinar Toronto, Ontario
Join us for a quick, insightful webinar covering key reminders for 2025. We'll discuss TFSA and RRSP contribution limits, tax planning, and tips to align your portfolio for the year ahead. Perfect for staying on top of your financial goals and preparing for tax season.