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 Wealthy Barber Returns - complimentary ebook

November 03, 2023 |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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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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Federal Budget 2022: Key measures that may have a direct impact on you

April 08, 2022 |RBC Wealth Management Services

We analyze the latest proposed federal budget measures, and the effect they may have on you.

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Fresh pesto beans & greens orzo

July 22, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services
Perspectives - Volume 9, Issue 1 – 2021 Recipe information Prep time: 15 minutes Cook time: 15 minutes Serves: 4 Nutritional breakdown (per serving) Calories: 531 Protein: 20 g Carbohydrates: 78 g Fats: 16 g Fibre: 6 g Ingredients ¼ lb. ¼ lb. 2 cups 1...
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Thai green curry chicken

July 22, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services
Perspectives - Volume 9, Issue 1 – 2021 Recipe information Prep time: 10 minutes Cook time: 25 minutes Serves: 6 Nutritional breakdown (per serving) Calories: 853 Protein: 51 g Carbohydrates: 87 g Fats: 34 g Fibre: 6.4 g Ingredients 2 tbsp. 3 tbsp. 3...
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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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