Intergenerational Wealth Conversations

May 01, 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 Federal Budget – Proposed capital gains inclusion rate increase

April 23, 2024 |Stephanie Woo, CIM, FMA
The recent announcement of the proposed increase to the capital gains inclusion rate has triggered many questions and concerns about the potential impacts of this change. Our RBC Family Office Services team has prepared a detailed summary of the history...
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The Wealthy Barber Returns - complimentary ebook

April 22, 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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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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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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The Important Connection of Women's Brain Health and Financial Health

November 02, 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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Optimizing the Tax Efficiency of Your Charitable Donations

October 31, 2023 |Stephanie Woo
Many Canadians are charitably minded, however this can be a very personal matter. Some want to give, but think their gift is too small. Some want to give and want to stay anonymous. Others want to give but want to take some time to decide before funding...
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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 & Jim Allworth in page

In Conversation with Jim Allworth

September 08, 2023 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio and wealth management services offering, we wanted to share with you one of our recent chats with Jim Allworth. Jim has been in the investment industry for over five decades and co-chairs our firm's global investment...
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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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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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