In Conversation with Jim Allworth

In Conversation with Jim Allworth

 August 22, 2024 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio management and wealth advisory services offering, we wanted to share with you one of our recent chats with Jim Allworth. Jim has been in the investment industry for over five decades and co-chairs our firm's global...
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A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

 July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

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2024 Federal Budget – Proposed capital gains inclusion rate increase

 April 23, 2024 |Stephanie Woo, CIM, FMA
The recent announcement of the proposed increase to the capital gains inclusion rate has triggered many questions and concerns about the potential impacts of this change. Our RBC Family Office Services team has prepared a detailed summary of the history...
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Let's Get Organized ... Download Your Complimentary Family Inventory Today

 April 18, 2024 |Stephanie Woo, CIM, FMA
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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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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