Video: The Wealthy Barber on the benefits of hiring a professional executor

February 01, 2024 |David Chilton

Professional executors have the knowledge and expertise required to handle complicated estates

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Estate planning tips for business owners

February 01, 2024 |Leanne Kaufman, President and CEO, RBC Royal Trust

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges

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Why you must have a Will, no matter the size of your estate

Why you must have a Will, no matter the size of your estate

February 01, 2024 |RBC Wealth Management

Challenges for surviving family and friends of a person who dies without a Will include more than just who gets the funds, explains Leanne Kaufman.

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Financial planning checklist for older Canadians

Financial planning checklist for older Canadians

February 01, 2024 |RBC Wealth Management

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

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Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

November 29, 2023 |RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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Video: Are you an executor? Three reasons why you should get help

Video: Are you an executor? Three reasons why you should get help

November 29, 2023 |RBC Wealth Management

The Wealthy Barber on why executors should consider getting help from the professionals.

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The Wealthy Barber Returns - complimentary ebook

November 03, 2023 |Stephanie Woo, CIM, FMA
In collaboration with David Chilton, one of Canada’s best known voices on the subject of personal finance, we are proud to offer you a complimentary special edition ebook. RBC Partner David Chilton uses wit and wisdom to help readers learn the keys to...
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Mortgage Insurance? Let's review the right choice to protect your family and your home

November 03, 2023 |Stephanie Woo, CIM, FMA
When buying a new home or property, sometimes it gets overwhelming with all the decisions you need to make and so many documents you've signed that you may want to review things once the dust settles. Mortgage insurance, for example. Is that really the...
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The Important Connection of Women's Brain Health and Financial Health

November 02, 2023 |Stephanie Woo, CIM, FMA
Do you know that an improved understanding of age-related cognitive issues may have a positive impact on financial security? Six key ways to protecting brain health are: Balanced nutrition Physical activity Stress management Mental stimulation Adequate...
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Helping You Build Financial Confidence

November 01, 2023 |Stephanie Woo, CIM, FMA
Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing you with the luxury of our team working for you and those you care about.
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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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