Alternative Minimum Tax (AMT) and the proposed changes that may affect you

September 17, 2023 |Stephanie Woo, CIM, FMA
As the proposed changes to AMT are finalized, it is important to note what the proposed changes are and how you may potentially be impacted. What is AMT? AMT is a means to prevent high-income earners from paying low taxes as a result of certain tax incentives...
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Let's Get Organized ... Download Your Complimentary Family Inventory Today

September 14, 2023 |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 Our Clients Enjoy Meaningful Outcomes

September 12, 2023 |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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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

September 11, 2023 |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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Women and Wealth Transfer

September 09, 2023 |Stephanie Woo, CIM, FMA
Women are playing an increasingly critical role in the managing and the transfer of family wealth. Are you and your children prepared? Did you know ... Only 41% of mothers are confident their children would be able to grow their wealth if they inherited...
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The Wealthy Barber Returns - complimentary ebook

September 07, 2023 |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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Don't let your emotions control you

September 05, 2023 |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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McGill Personal Finance Essentials - Free online course

September 04, 2023 |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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Intergenerational Wealth Conversations

August 01, 2023 |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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The Important Connection of Women's Brain Health and Financial Health

July 17, 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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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor


Heather Esposito

Associate Advisor


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