Early 2026 tax tips

Early 2026 tax tips

 January 07, 2026 |RBC Family Office Services
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability. Beyond the end of the year, however, there are some areas of tax planning that often get overlooked. For example, there...
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Don't let your emotions control you

 November 10, 2025 |Stephanie Woo, CIM, FMA
In the past I have posted about an investor's emotional rollercoaster using words like the "excitement and thrill" when you see your investments increase in value and then the "anxiety, fear and panic" sets in when there may be a temporary setback in...
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Intergenerational Wealth Conversations

 March 05, 2025 |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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Navigating Family Wealth

 January 19, 2025 |Stephanie Woo, CIM, FMA
For over 25 years at RBC Dominion Securities, I have seen markets become more volatile, clients' situations become more complex — many families have built fortunes upwards of eight to nine figures with various tax structures, cross-border issues, blended...
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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...
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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...
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Helping You Build Financial Confidence

 September 03, 2024 |Stephanie Woo, CIM, FMA
Our collaborative team approach is dedicated to help you build financial confidence for you and those that matter most. Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing...
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2024 Handy Financial Planning Facts

 August 22, 2024 |Stephanie Woo, CIM, FMA
We're sharing our handy reference guide to important deadlines and useful contribution limits to help you in 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption CPP...
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In Conversation with Jim Allworth

In Conversation with Jim Allworth

 August 22, 2024 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio management and wealth advisory 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...
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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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