Don't let your emotions control you

November 10, 2025 |Stephanie Woo, CIM, FMA
In the past I have posted about an investor's emotional rollercoaster using words like the "excitement and thrill" when you see your investments increase in value and then the "anxiety, fear and panic" sets in when there may be a temporary setback in...
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Executive summary: The biotech revolution and longevity

September 05, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Life reimagined: The biotech revolution and longevity

August 29, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Introducing the services of RBC Royal Trust

Introducing the services of Royal Trust

March 21, 2025 |Stephanie Woo, CIM, FMA
Whether you are planning for your own estate, the needs of your family and business, or named as an executor for a loved one, we can help simplify the complex and support your life’s vision. Learn about one of our partners when organizing individuals'...
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Intergenerational Wealth Conversations

March 05, 2025 |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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2025 Handy Financial Planning Facts

January 20, 2025 |Stephanie Woo, CIM, FMA
Check out our summary of some common financial planning facts and important dates many individuals, families and business owners would find useful: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S...
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Navigating Family Wealth

January 19, 2025 |Stephanie Woo, CIM, FMA
For over 25 years at RBC Dominion Securities, I have seen markets become more volatile, clients' situations become more complex — many families have built fortunes upwards of eight to nine figures with various tax structures, cross-border issues, blended...
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The Wealthy Barber Returns - complimentary ebook

December 17, 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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Helping You Build Financial Confidence

September 03, 2024 |Stephanie Woo, CIM, FMA
Our collaborative team approach is dedicated to help you build financial confidence for you and those that matter most. Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing...
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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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