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...
Read more

Joint Accounts -- Understanding Your Options with JGBRS

 September 14, 2023 |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
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...
Read more

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...
Read more

The race to deal with dementia in Canada

 January 18, 2023 |Leanne Kaufman

Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.

Read more
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.

Read more

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.

Read more
David Agnew in page

Health care planning is part of investment planning in pandemic era, RBC wealth head says

 May 30, 2022 |Clare O'hara, Wealth Management Reporter, The Globe & Mail

Financial advisers are now incorporating health care planning into the conversations they are having with clients as part of their long-term financial goals.

Read more

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.

Read more
daughter helping senior mother with care plan

Worried about your health as you age? Create a care plan

 January 27, 2022 |RBC Wealth Management

A care plan helps families understand and budget for the different types of care an older adult may need.

Read more
Next

Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
|
Email me

Heather Esposito

Associate Advisor

Phone Number604-257-2567
|
Email me

Feedback and inquiries welcome!

*Required fields

Categories