Joint Accounts -- Understanding Your Options with JGBRS

November 29, 2022 |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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Matters Beyond Wealth with your host Leanne Kaufman President and CEO of RBC Royal Trust

Aging at home, safely and securely

October 26, 2022 |Leanne Kaufman

Learn how aging at home is possible with proper planning for your everyday needs and living space.

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Helping Our Clients Enjoy Meaningful Outcomes

October 22, 2022 |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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Intergenerational Wealth Conversations

October 18, 2022 |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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father and son looking through photo album

How my father’s dementia diagnosis woke me up to the real cost of care

October 05, 2022 |Wally Chapman

Good health can change in an instant. Having a thought-out plan in place can bring peace of mind for your family, not only mentally and emotionally, but also financially.

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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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Matters Beyond Wealth with your host Leanne Kaufman President and CEO of RBC Royal Trust

Where there’s a Will, there’s a plan … sometimes

August 31, 2022 |Leanne Kaufman

Daniel Goldgut and Arin Klug, co-founders of Epilogue Wills discuss the importance of having a Will and a power of attorney in place.

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Reallocating your wealth: taking a look at pools of capital

July 21, 2022 |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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Want to age at home? Learn which wearables and medical devices can help

June 10, 2022 |RBC Wealth Management

From voice-activated home alarms to smartwatches with blood sugar monitors, learn how you can age at home with the help of technology.

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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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