In her weekly blogs, Sheila shares what she has learned about the markets and investing, with the goal of helping you understand them.

Blog #19: Financial Planning (myGPS)

Jun 29, 2021 |Sheila Whitehead
In my blogs I have repeatedly discussed how I believe financial planning is an essential part of the wealth management process. It is similar to the GPS tool in your car – you plug in where you want to go (what are your goals?) and it maps out how to...
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Blog #18: Estate Planning

Jun 22, 2021 |Sheila Whitehead
We all know death is inevitable. This bit of grim wisdom is front and center in the well-worn phrase, "the only two certainties in life are death and taxes." And yet, even though we are aware of the inevitability of death, I still find it surprising how...
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Blog #17: Life Insurance

Jun 15, 2021 |Sheila Whitehead
Most people understand the need for insurance for their car, house, health, and some even for flight cancellations. However, I find that most people don’t really understand life insurance and its various applications. As a Wealth Advisor, my role is to...
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Blog #13: Reducing Risk

May 18, 2021 |Sheila Whitehead
Last week we explored the topic of risk and emphasized the importance of finding the right mix of stocks and bonds to meet your needs. Once you have determined your mix, there is another great way to reduce portfolio risk which is to make sure you don’t...
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Blog #12: Asset Allocation

May 11, 2021 |Sheila Whitehead
You have chosen the type of investment account and funded it, and now you are ready to invest! The next step is a big one! You need to decide how much you should put in equity (stocks), how much in fixed income (bonds) and how much to leave in cash. Stocks...
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Blog #6: Who To Invest Your Money With

Mar 30, 2021 |Sheila Whitehead
Just as there are a lot of mutual fund and exchange traded fund (ETF) options, there are many places you can take your money to be invested. I would break it down into three separate offerings: “full service”, which is developing a relationship with an...
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Blog #4: The Basics - Stocks and Bonds

Mar 16, 2021 |Sheila Whitehead
Let's review basic terminology so that we are all on the same page. In a previous post, we briefly discussed stocks and mentioned that they represent ownership in a company. You make money when the stock goes up. But some companies offer another way to...
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Blog #3: Why Should I Invest in the Stock Market?

Mar 09, 2021 |Sheila Whitehead
I get it. You work hard for your money! You might be thinking why would risk it in something I know nothing about, that really doesn’t interest me, that could result in me losing money? Because I can lose right? Right. Well, I’m hoping that these blogs...
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International Women's Day Special Blog

Mar 08, 2021 |Sheila Whitehead

Why do women invest less than men? Are there fundamental differences in men and women's investment habits? Do men and women view money differently? In honour of International Women's Day, we examine these issues in more detail.

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Blog #1: Welcome to my Blog

Feb 23, 2021 |Sheila Whitehead

Sheila gives an introduction to her career as a Portfolio Manager with RBC Dominion Securities. The weekly blogs will share what she has learned about the market & investing, with the goal of empowering you to contribute to the discussion.

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