The value of having a strategic charitable giving plan in place

The value of having a strategic charitable giving plan in place

May 01, 2024 |Leanne Kaufman, President and CEO, RBC Royal Trust

Planned philanthropic giving can help create a beautiful legacy.

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Intergenerational Wealth Conversations

May 01, 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...
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A new simple, unique and innovation way to give to charity

April 23, 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...
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The Wealthy Barber Returns - complimentary ebook

April 22, 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...
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Let's Get Organized ... Download Your Complimentary Family Inventory Today

April 18, 2024 |Stephanie Woo, CIM, FMA
Have you noticed that when you start getting busy with life, your career, your family, or your business; things start getting complicated. Are you like many individuals and families who have not started thinking about or documenting your estate plan?...
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Helping You Build Financial Confidence

April 16, 2024 |Stephanie Woo, CIM, FMA
Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing you with the luxury of our team working for you and those you care about.
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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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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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Stephanie Woo & Jim Allworth in page

In Conversation with Jim Allworth

September 08, 2023 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio and wealth management services offering, we wanted to share with you one of our recent chats with Jim Allworth. Jim has been in the investment industry for over five decades and co-chairs our firm's global investment...
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Immigration Nation: New Canadians are vital to an aging society

June 29, 2022 |Nathan Janzen, Claire Fan and Carrie Freestone

A wave of new Canadians is coming—and just in time.

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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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