Building financial management skills

At RBC Wealth Management, we recognize the importance of helping to build financial literacy among our clients, their families, and our community. When combined with sound advice and practical learning, formal financial education can help set the stage for a lifetime of informed and confident financial decision-making.

We believe financial education is essential for everyone, regardless of age or financial stage. Whether you have adult children building their wealth, grandchildren just starting to earn and save, or you’re well into your retirement years, financial literacy is a vital component of creating lasting financial peace of mind.

Community financial literacy events

Our events provide valuable resources and insights tailored to various life stages, fostering a culture of informed decision-making and financial empowerment within our local communities. Register now, we look forward to meeting you!

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Charitable Giving: How to Minimize Taxes and Maximize Impact

Dec 03, 2025 12:00 PM Eastern Standard Time - Dec 03, 2025 01:00 PM Eastern Standard Time
Virtual Webinar WebEx Peterborough, Ont.

Giving can be one of the most powerful parts of your financial plan, when it’s done with strategy.
 
In this session, Steve Henderson, Senior Portfolio Manager & Investment Advisor of Henderson Capital Management, shares insights into charitable giving, tax-efficient strategies, and donor-advised funds. Learn how smart giving strategies can help you minimize taxes, maximize impact, and align with your financial goals, giving you the confidence that your support is creating real, lasting results.

Thinking of heading south this winter? Not so fast...

Jun 10, 2025 06:30 PM Eastern Daylight Time - Jun 10, 2025 07:30 PM Eastern Daylight Time
McDonnel Street Community Centre 577 McDonnel St. Peterborough, Ontario

Join Steve Henderson, Portfolio Manager at RBC Dominion Securities, and Scott Stewart from Blowes & Stewart Travel Group Ltd., for an essential seminar tailored for Canadians considering travel to the U.S. this coming winter. With ever- evolving cross-border regulations, tax considerations, and healthcare implications, it’s more important than ever to be informed before finalizing your plans. Whether you’re a snowbird, frequent traveler, or planning an extended stay, this session will provide timely insights to help you travel smarter and safer.

Succession simplified: A better way to pass it on

Jun 03, 2025 06:30 PM Eastern Daylight Time - Jun 03, 2025 07:30 PM Eastern Daylight Time
McDonnel St. Community Centre, 577 McDonnel St. Peterborough, Ontario

Join us for a straight-talking, solutions-focused seminar that will demystify the complexities of estate planning. Learn how to sidestep the probate process, ensure your assets are transferred efficiently, and take advantage of smart strategies that can help you and your family now — and in the future.

Retire your way: Turning investments into reliable income in a Trump economy

Feb 20, 2025 01:30 PM Eastern Standard Time - Feb 20, 2025 03:00 PM Eastern Standard Time
McDonnel Street Community Centre 577 McDonnel St Peterborough, Ontario

Ready to take control of your retirement income strategy? With political and economic landscapes constantly evolving, securing a steady income in retirement has never been more crucial—or achievable.

Our featured speaker, Dominick Hardy, Vice President and Senior Portfolio Manager at RBC Dominion Securities, will share actionable insights on navigating today’s market challenges to build a resilient income stream for your retirement. Hosted by Steve Henderson, Senior Portfolio Manager & Investment Advisor, this session promises to deliver expert strategies tailored to your unique goals.

This is your opportunity to gain clarity on:

  • Turning your investments into a sustainable income source.
  • Adapting your financial plan amidst political and economic shifts.
  • Positioning your portfolio to thrive in uncertain times.


Don’t wait—space is limited! Reserve your seat today and get ready to retire your way.