McGill Personal Finance Essentials - Free online course

 May 29, 2023 |Stephanie Woo, CIM, FMA
Financial literacy is key to achieving important life goals. McGill Personal Finance Essentials is a free online course offered by McGill University Desautels Faculty of Management in collaboration with RBC Future Launch and The Globe and Mail. The course...
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5 Steps to Building Your Kids’ Financial Confidence

 May 26, 2023 |Stephanie Woo, CIM, FMA
All children deserve to feel confident, take the initiative and help build your kids’ financial literacy from a young age. Here are five steps that promote financial confidence: Talk openly about finances Be a good financial role model Teach budgeting...
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Financial Literacy

Talk with kids about money

 April 28, 2023 |RBC Wealth Management

Share your knowledge and pass on your values.

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People learning financial literacy

Let’s talk tax!

 March 30, 2023 |RBC Wealth Management

Introduction to income tax in Canada

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RRSP, TFSA, FHSA etc.

 February 27, 2023 |RBC Wealth Management

What are registered accounts?

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Reallocating your wealth: taking a look at pools of capital

 February 11, 2023 |Stephanie Woo

Proper diversification and consideration of your wealth may help you achieve your lifestyle needs/bequests and philanthropic planning desires in a tax-efficient manner that may ultimately enhance your overall wealth.

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David Chilton

The Wealthy Barber David Chilton Serves Up a Wealth of Financial Knowledge

 February 02, 2023 |Diane Amato
David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...
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Why financial literacy is an important life skill for youths

 January 11, 2023 |RBC Wealth Management

Learning how to earn, spend, save and invest wisely can help enhance overall well-being and stability.

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Life in the game: How to build financial security on and off the ice

 October 07, 2022 |RBC Wealth Management

As sports professionals look ahead to their first game and their first paycheck, what are the pitfalls of sudden money?

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

 September 14, 2022 |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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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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Email me

Heather Esposito

Associate Advisor

Phone Number604-257-2567
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Email me

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