Helping Our Clients Enjoy Meaningful Outcomes

January 02, 2023 |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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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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5 Steps to Building Your Kids’ Financial Confidence

October 14, 2022 |Stephanie Woo, CIM, FMA
All children deserve to feel confident, take the initiative and help build your kids’ financial literacy from a young age. Here are five steps that promote financial confidence: Talk openly about finances Be a good financial role model Teach budgeting...
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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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Women in STEM: How a career 180 brought an astrophysicist to wealth management

March 08, 2022 |RBC Wealth Management

Lianne Manzer, director of data science at RBC Wealth Management, shares her advice for women in male-dominated industries such as STEM and finance.

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International Women’s Day: She broke the law to speak up for inclusion

March 08, 2022 |RBC Wealth Management

In 1976, Eva Moyle-Amerl confidently entered the trading floor in downtown Toronto. She was breaking the law.

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Financial advice from our women leaders to the next generation

March 04, 2022 |RBC Wealth Management

Setting up the next generation of young women leaders for long-term success.

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Advancing Canada's working women in a post-pandemic economy

March 03, 2022 |Dawn Desjardins, Carrie Freestone & Rannella Billy-Ochieng', and Naomi Powell

Canada’s working women surged out of the pandemic.

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How COVID-19 has impacted the outlook for Canadian women in work

March 08, 2021 |Dawn Desjardins and Carrie Freestone

We all have responsibility for getting more Canadians back to work and managing the forces of automation and digitalization. The greater the number of people who participate in Canada’s recovery, the stronger our economy will be.

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COVID Further Clouded the Outlook for Canadian Women at Risk of Disruption

March 04, 2021 |Dawn Desjardins & Carrie Freestone

Almost half a million Canadian women who lost their jobs during the pandemic hadn’t returned to work as of January.

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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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