Advice Events

Women, Wealth and Wine

Whether you’re building a career, working inside the home, partnered, married, divorced, widowed or solo, it’s important for you to take an active role in your financial life. At RBC Wealth Management, we are committed to delivering insights that educate, equip and engage you on your financial journey.

Please join us for this unique event where we will be joined by an expert panel of female professionals including a Wills and Estate & Lawyer, Insurance Specialist and Financial Planner. Facilitated by a recognized expert in the field, Jessica Youwe with NEI Investments, we will discuss the unique challenges faced by women investors that underscore the need for wealth planning. 

• Women have a longer average lifespan and may need to plan for longer retirements and greater health care expenses.
• When it comes to managing investments, only 52% of women say they are confident compared to 68% of men — even when they post the same financial literacy scores.
• Women have distinct financial goals and priorities that differ from their male counterparts, including family caregiving and philanthropic causes.
• Canadian women seek greater access to financial literacy (78%), yet often fail to make financial planning a priority in their busy lives (27% versus 36% of men).

Women are an economic powerhouse and increasingly control Canada’s wealth. Despite these gains, women still face unique challenges that make planning a priority. Many women will ultimately be in charge of family finances at some point, making them responsible for their financial security and that of their families

Appetizers and a selection of fine wines will be served (including non-alcoholic wine options)

Attendance is complimentary, however, space is limited - Please RSVP by Friday, June 21st.

RSVP

RBC Wealth Management: Market Update & Outlook 2024 (Webinar)

Has inflation Peaked? Will Interest Rates come down? Are we going into a recession and how will my investments be impacted? Is my portfolio still on track for retirement?

Please join us for this concise and informative webinar where we will discuss all of these items and more. Joined by Dominick Hardy - Senior Portfolio Manager for Canadian Equities, we will explore what has shaped the investment landscape over the past 1-2 years, and what to expect moving forward in 2024 / 2025. We will also discuss how to position your portfolio appropriately for the current market environment and ensure you are still on track to meet your retirement goals.

No one has a crystal ball; however, we can rely on current data and historical context to best position our client's portfolios and plan for the future prudently, responsibly, and opportunistically.

Dominick Hardy | Senior Portfolio Manager, Canadian Equities

Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust. He is a native of Montreal and is fully bilingual in English and French. Focus areas: Canadian Equity Income Guided Portfolio, Canadian Focus List, Yield Insight & Opportunities.

RSVP Required: A confirmation email with link to the event will be provided upon registration.

Hosted Via Cisco Webex

Artificial Intelligence: Understanding the Basics, Practical Usage & Investment Implications

Please join us for this timely advice event, featuring special guest Dr. Sarah Johnson. We will discuss the basics of Artificial Intelligence (101), the practical applications of this technology, and the longer-term investment implications and opportunities.

Dr. Johnson is a VP for RBC Wealth Management – Family Office Services and is a recognized expert in digital assets. She is a licensed California Attorney, Co-Chair of the STEP Digital Assets Interest Group in London, UK , active member of the International Bar Association, the U.S. Board of Professional Advisors of International Art Market, the Art and Law Institute in London, United Kingdom, and the Art Law Center in Los Angeles. She has completed several certifications in art taxation, planning and transactions management from Sotheby's Institute of Art in New York and the European Institute for Innovation and Sustainability in Rome. Sara specializes in international estate planning, art collection and digital legacy planning in ultra-high-net-worth families in developing their wealth and legacy plans

Hosted via Cisco Webex - RSVP Required 

Link will be provided upon registration 

RBC Wealth Management: Virtual Advice Event - Midyear Market Outlook

Midyear Market Outlook: Recession, Inflation & Interest Rates.. and Opportunities

Please join us for this timely advice event, featuring Chief Investment Strategist for RBC Dominion Securities, Jim Allworth. We will be discussing what has transpired in the economy and markets over the past year, and what to expect moving forward. We will also share specific measures that we are taking within our own portfolios to ensure clients are properly positioned to take advantage of market opportunities, while also maintaining a slightly defensive posture.

Hosted by:

Thomas de Mello, CIM
Portfolio Manager & Investment Advisor,
RBC Dominion Securities

Special guest:

Jim Allworth
Chief Investment Strategist,
RBC Wealth Management

Virtual Presentation hosted via Cisco Webex: Link will be provided upon registration.

Please RSVP by July 24th, 2023