5 Steps to Building Your Kids’ Financial Confidence

February 08, 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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Enhance and Preserve Your Corporate Wealth

February 07, 2023 |Stephanie Woo, CIM, FMA
Building a business is not easy. Learn about one of the strategies where we can help enhance and preserve the wealth you have built in your corporation. CLICK TO VIEW VIDEO Let's explore your options. Contact Stephanie Woo at 604.257.3234 to discuss how...
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Five shifts in the art world that are creating a more inclusive market

October 18, 2022 |RBC Wealth Management

Digital reinvention, societal shifts and a new generation of collectors with changing motivations are creating a more inclusive art world.

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Why your art collection should be part of your estate planning

October 12, 2022 |RBC Wealth Management

Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.

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Former Humboldt Broncos player shines a light on mental well-being, declaring “it's okay not to be okay”

October 07, 2022 |RBC Wealth Management

Tyler Smith speaks about the power of compassion and empathy in advance of World Mental Health Day.

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Fraud Awareness -- It's Paramount to Protect Yourself

September 20, 2022 |Stephanie Woo, CIM, FMA
Year over year, incidents of fraud and identity theft continue to rise so knowing how to protect yourself is paramount. New scams involving emails, texts, phone calls and fake websites are all made to seem legitimate. A recent RBC & Ipsos survey found...
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The Important Connection of Women's Brain Health and Financial Health

September 17, 2022 |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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Mortgage Insurance? Let's review the right choice to protect your family and your home

September 14, 2022 |Stephanie Woo, CIM, FMA
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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RBC Tech for Nature partnerships focus on innovative climate solutions

July 12, 2022 |RBC Wealth Management

RBC Foundation's $100-million commitment helps propel charities and universities developing solutions from carbon sequestration to cleantech and biodiversity

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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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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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