Your fraud protection plan for your business: People, process, and technology

Your fraud protection plan for your business: People, process, and technology

 October 01, 2024 |Royal Bank of Canada
When businesses consider fraud protection measures, there is often a focus on technology – whether it’s installing new systems, upgrading software, or leaning on the technology of key partners. The reality is, employee education, processes and planning...
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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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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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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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