Joint Accounts -- Understanding Your Options with JGBRS

January 06, 2025 |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...
Read more
Introducing the services of RBC Royal Trust

Introducing the services of Royal Trust

January 06, 2025 |Stephanie Woo, CIM, FMA
Whether you are planning for your own estate, the needs of your family or business, or you are an executor for a loved one’s estate, we can help guide you, simplify the complex and support your life’s vision. Learn about one of our partners when organizing...
Read more

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.

Read more

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...
Read more

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.

Read more

How to plan for care as you age

November 04, 2024 |RBC Wealth Management

Watch a panel of specialists discuss strategies and resources you can use to navigate care for yourself or a loved one.

Read more

A simple, unique and innovation way to give to charity

October 18, 2024 |Stephanie Woo, CIM, FMA
Many want to make a positive impact on their community. If you are considering making financial donations, you may be interested in learning more about a new simple, unique and innovative way of giving. By using Canada Life My Par Gift, you will be able...
Read more
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...
Read more

Video: Changing the narrative on aging and longevity

September 26, 2024 |RBC Wealth Management

Chatter that Matters podcast host Tony Chapman and Dr. Joe Coughlin discuss the opportunities—and realities—of living longer.

Read more
Why social connectivity is even more important as we age

Why social connectivity is even more important as we age

September 19, 2024 |RBC Wealth Management

Staying socially connected during life's transitions is a key to healthy aging.

Read more

Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

|

Feedback and inquiries welcome!

*Required fields