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

January 12, 2024 |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...
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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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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...
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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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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.

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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.

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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.

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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.

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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.

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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.

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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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