Financial Planning Checklist for Seniors

Jul 16, 2018 |Stephanie Woo
There are many tax, investment and estate planning strategies available throughout an individual's lifetime, but there are also some that are more relevant for seniors or that apply specifically to those age 65 and over. Review this checklist and feel...
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Have you adjusted your portfolio's asset mix lately?

Jun 11, 2018 |Stephanie Woo
I'm proud that my investment approach offers my clients the knowledge that an independent, objective and unbiased research and analysis is done on their behalf.  The investment options and research we use includes those from the best in class of the global...
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Let's Get Organized!!

Jun 05, 2018 |Stephanie Woo
Have you noticed that when you start getting busy with life, your career, your family, or your business; things start getting complicated.  Are you like many individuals and families who have not started thinking about or documenting your estate plan?...
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The U.S. dollar in an era of protectionism

May 06, 2018 |Stephanie Woo
With a number of factors at play in the current economic environment, we take a close look at what protectionism could mean for the dollar.   Read More
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The year of the tariff

May 06, 2018 |Stephanie Woo
From TPP and NAFTA to a potential trade war with China, RBC Global Asset Management Chief Economist Eric Lascelles discusses the economic impact of protectionism.   Read More
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International Women's Day 2018 - How will you celebrate?

Mar 08, 2018 |Stephanie Woo
International Women's Day, March 8th is a global day celebrating the social, economic, cultural and political achievements of women.  It is a day for us to celebrate successes, and also to challenge ourselves to do more to ensure women have an equal voice...
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The Evolution of Philanthropy

Mar 03, 2018 |Stephanie Woo
I've always believed in sharing one's wealth by giving back and making a difference in the community. I see individuals, families and businesses playing an important role in supporting our communities not only financially but by freely sharing their time...
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Global AI and Health Care

Feb 27, 2018 |Stephanie Woo
RBC Capital Markets estimates that robotics represents only 5% of the U.S. general surgery market, and could gain share quickly. Based on our analyst’s survey of surgeons, robotics is now used in roughly 15% of colorectal procedures, but that could rise...
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Making retirement plans as a business owner

Feb 22, 2018 |Stephanie Woo
For many business owners, creating an exit strategy often goes hand in hand with retirement planning. Regardless of whether you want to sell to a third party, transfer to family members or structure a management buyout, for example, advance planning for...
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Cryptocurrencies, Blockchain and RBC

Feb 20, 2018 |Stephanie Woo
Did you know RBC, like many banks, has been experimenting with blockchain in its personal, commercial, and capital markets businesses. The bank recently announced the implementation of a blockchain-based shadow ledger for cross-border payments between...
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