Five ways to pay less tax in retirement

Five ways to pay less tax in retirement

January 01, 2025 |RBC Wealth Management

These strategies can help you maintain the lifestyle you had while working.

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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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caregiver with hand on eldery woman

Five health care costs to consider in your financial and retirement plans

October 29, 2024 |RBC Wealth Management

In planning your retirement, be sure to count these health care costs.

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The Wealthy Barber Returns - complimentary ebook

September 04, 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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Intergenerational Wealth Conversations

September 02, 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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2024 Handy Financial Planning Facts

August 22, 2024 |Stephanie Woo, CIM, FMA
We're sharing our handy reference guide to important deadlines and useful contribution limits to help you in 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption CPP...
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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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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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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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