Helping Our Clients Enjoy Meaningful Outcomes

September 12, 2023 |Stephanie Woo, CIM, FMA

During periods of market volatility and uncertainty, investors should be reminded that this is a people business and having knowledgeable professionals on your side will help you and those you care about enjoy meaningful outcomes.

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Happy intergenerational family sitting for family portrait

My Special in the Financial Post: Good things take time to plant, grow and flourish. So do good financial behaviours

September 11, 2023 |Stephanie Woo, CIM, FMA
Financial literacy and helping families arming themselves with good financial habits for long term success has been a passion project of mine. My first job was $5.45/hr (yes, it was a long time ago). My parents were immigrants and I am very fortunate...
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multi-ethnic-women-business-team-in-page

How women are giving back to support small business

March 08, 2023 |RBC Wealth Management

We encourage women to embrace investing and philanthropy and to seek advice to ensure it aligns with their values and passions.

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Community living as we age

February 06, 2023 |RBC Wealth Management

Age-friendly communities can help you age at home and live independently

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robb nash

A Living Curriculum: Rocker Robb Nash takes his mental health advocacy into classrooms

September 20, 2022 |DA Marketing

New school program empowers students to open up about mental health and ask for help.

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Want to age at home? Learn which wearables and medical devices can help

June 10, 2022 |RBC Wealth Management

From voice-activated home alarms to smartwatches with blood sugar monitors, learn how you can age at home with the help of technology.

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Helping Canadians reclaim their mental health

May 04, 2022 |RBC Wealth Management

We‘re investing in access to mental health services for all Canadians in support of CMHA’s Mental Health Week.

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people in farm field planting trees

Tree Canada plants 50,000 trees after clients choose to go ‘paperless’

April 13, 2022 |RBC Wealth Management

Two years and tens of thousands of trees later, an initiative to go “paperless” has seeded the beginnings of reforestation, new habitats, land restoration, cleaner air and cleaner waterways in regions across Canada.

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adult-son-caring-for-elderly-father

Caregiver burnout is real: How to help, plan and show up for your loved ones

April 04, 2022 |RBC Wealth Management

A balanced approach to caregiving often begins with communication and education.

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The cost of caregiving

February 11, 2022 |Leanne Kaufman, President and CEO, RBC Royal Trust
Five years ago, my parents’ world changed when an unexpected illness left my mother needing permanent personal caregiving support at home. We scrambled, in a moment of crisis, to find trustworthy and reliable help. Planning for this kind of support, logistically...
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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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Heather Esposito

Associate Advisor

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Feedback and inquiries welcome!

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