Joint Accounts -- Understanding Your Options

Jun 07, 2021 |Stephanie Woo
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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Long-term care your way: Plan now for your future care

May 19, 2021 |RBC Wealth Management

Talking about how you want to live in the last chapter of your life is considered taboo in many families. Learn how to begin these family conversations to empower older Canadians in their future.

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Where will you live in retirement? Four things to consider when aging in place

Apr 22, 2021 |RBC Wealth Management

The time is now to make plans and have conversations with families about what aging at home could look like.

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An integrated approach to wealth planning with myGPS™

Oct 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

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Pro athletes: How to navigate short careers, long retirements

Sep 04, 2020 |RBC Wealth Management

It can be overwhelming to be on the receiving end of a financial windfall. What pro athletes need to know.

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Women and Wealth Transfer

May 10, 2020 |Stephanie Woo
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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Individual Pension Plans (IPPs)

Apr 24, 2020 |RBC Wealth Management Services

“For incorporated business owners or professionals, or key employees, an IPP may be beneficial for enhancing retirement income.”

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Business Owners' Special - Part 4: Year after the sale of your business

Aug 29, 2019 |Stephanie Woo
Owning a business presents opportunities and challenges for tax, retirement and estate planning. On the one hand, keeping your business structure simple makes things less complex and less costly to operate. On the other hand, a more complex structure...
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Business Owners' Special - Part 3: Year of sale of your business

Aug 22, 2019 |Stephanie Woo
Owning a business presents opportunities and challenges for tax, retirement and estate planning. On the one hand, keeping your business structure simple makes things less complex and less costly to operate. On the other hand, a more complex structure...
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Business Owners' Special - Part 2: Planning the sale of your business

Aug 16, 2019 |Stephanie Woo
Owning a business presents opportunities and challenges for tax, retirement and estate planning. On the one hand, keeping your business structure simple makes things less complex and less costly to operate. On the other hand, a more complex structure...
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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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