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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Mortgage Insurance? Let's review the right choice to protect your family and your home

January 10, 2025 |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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Helping Our Clients Enjoy Meaningful Outcomes

December 23, 2024 |Stephanie Woo, CIM, FMA

During periods of market volatility and uncertainty, investors should be reminded that this is a people business and having knowledgeable professionals on your side will help you and those you care about enjoy meaningful outcomes.

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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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Key Person Insurance -- Important for Business Owners

December 15, 2024 |Stephanie Woo, CIM, FMA
It's not uncommon for businesses to rely on a single or a few key people for the successful operation of the company. Would your business be impacted if one of the partners or key employees passed away or became unable to work? Would you have the sufficient...
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Reallocating your wealth: taking a look at pools of capital

December 10, 2024 |Stephanie Woo

Proper diversification and consideration of your wealth may help you achieve your lifestyle needs/bequests and philanthropic planning desires in a tax-efficient manner that may ultimately enhance your overall wealth.

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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

October 14, 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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McGill Personal Finance Essentials - Free online course

September 05, 2024 |Stephanie Woo, CIM, FMA
Financial literacy is key to achieving important life goals. McGill Personal Finance Essentials is a free online course offered by McGill University Desautels Faculty of Management in collaboration with RBC Future Launch and The Globe and Mail. The course...
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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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