2025 Handy Financial Planning Facts

 January 20, 2025 |Stephanie Woo, CIM, FMA
Check out our summary of some common financial planning facts and important dates many individuals, families and business owners would find useful: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S...
Read more

Navigating Family Wealth

 January 19, 2025 |Stephanie Woo, CIM, FMA
For over 25 years at RBC Dominion Securities, I have seen markets become more volatile, clients' situations become more complex — many families have built fortunes upwards of eight to nine figures with various tax structures, cross-border issues, blended...
Read more

Mortgage Insurance? Let's review the right choice to protect your family and your home

 January 10, 2025 |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...
Read more

Joint Accounts -- Understanding Your Options with JGBRS

 January 06, 2025 |Stephanie Woo, CIM, FMA
As part of the estate planning process, individuals will often consider establishing a joint account with their spouse, adult children or other family members. Sometimes, this is done as a tool for expediency so that a joint account holder can help to...
Read more
Introducing the services of RBC Royal Trust

Introducing the services of Royal Trust

 January 06, 2025 |Stephanie Woo, CIM, FMA
Whether you are planning for your own estate, the needs of your family and business, or named as an executor for a loved one, we can help simplify the complex and support your life’s vision. Learn about one of our partners when organizing individuals'...
Read more

The Wealthy Barber Returns - complimentary ebook

 December 17, 2024 |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...
Read more

A simple, unique and innovation way to give to charity

 October 18, 2024 |Stephanie Woo, CIM, FMA
Many want to make a positive impact on their community. If you are considering making financial donations, you may be interested in learning more about a new simple, unique and innovative way of giving. By using Canada Life My Par Gift, you will be able...
Read more
David Chilton Royal Trust logo

The Wealthy Barber on how a cottage can complicate estate planning

 September 23, 2024 |RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

Read more

Helping You Build Financial Confidence

 September 03, 2024 |Stephanie Woo, CIM, FMA
Our collaborative team approach is dedicated to help you build financial confidence for you and those that matter most. Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing...
Read more

Intergenerational Wealth Conversations

 September 02, 2024 |Stephanie Woo, CIM, FMA
Make time, it's a conversation worth having. When it comes to transitioning your wealth onto the next generation there are many considerations to be made. Our team will be able to put all factors that are personal to you in order to allow for the most...
Read more
Next

Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
|
Email me

Feedback and inquiries welcome!

*Required fields

Categories