Federal Budget 2022: Key measures that may have a direct impact on you

April 08, 2022 |RBC Wealth Management Services

We analyze the latest proposed federal budget measures, and the effect they may have on you.

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Cross-border wealth planning: How to manage your family’s global interests

December 03, 2021 |RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

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How tax-related campaign promises may impact you

November 19, 2021 |RBC Wealth Management Services

Platform promises and the potential impacts on Canadians’ tax bills

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The Great Canadian Savings Puzzle

October 28, 2021 |Claire Fan, RBC Economics

Canadian households accumulated the highest amount of excess savings among G7 countries during the pandemic.

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ESG and the performance question

September 15, 2021 |RBC Wealth Management

Does ESG lead to outperformance?

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What is impact investing?

September 14, 2021 |RBC Wealth Management

When it comes to investing, many people seek only returns without thinking about what their money is supporting.

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Setting a strategy for investing regularly

July 19, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Much like starting early with your investments, using a structured approach is a key principle in successful investing as well. Find out more.

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Financial planning: Nine key areas of focus

July 15, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Important aspects to consider in organizing your financial picture.

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Teaching your kids about financial literacy

July 13, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

From earning and saving to budgeting and investing, here are some age-specific financial literacy tips for kids, teens and young adults.

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

February 23, 2021 |Stephanie Woo
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

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Heather Esposito

Associate Advisor

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Feedback and inquiries welcome!

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