Our mission

 

Empowering through collaboration, we champions a community-driven approach, where seeking help, fostering conversations, and drawing on diverse skills creates our magic.

Benefit from personalized wealth management strategies honed over two decades, covering investments, retirement, taxes, estates, and business growth. Experience authentic guidance from our team and partners built on empathy and expertise, fostering a community that values collaboration and supports local businesses for collective success.

Join our community Our events

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woman walking on the beach

Suddenly single: What now?

Nov 20, 2024 06:30 PM Eastern Standard Time - Nov 20, 2024 08:00 PM Eastern Standard Time
The Field House Restaurant 53 Simcoe Street Scotland,, Ontario

Life can take unexpected turns, leading to new beginnings. For those navigating the complexities of becoming single later in life, this event provides a safe and supportive space to explore this significant life change's financial and emotional aspects. Our expert speakers will guide you through key topics such as:

  • Financial reset and planning ahead: Evaluating your finances to secure your future.
  • Coping with Change: Practical advice for emotional resilience.
  • Available Resources: Tools and support systems to help you navigate this transition.

family members looking at a laptop

Fundamentals of Estate Planning

Oct 30, 2024 06:30 PM Eastern Daylight Time - Oct 30, 2024 07:30 PM Eastern Daylight Time
Burford Library 24 Park Ave Burford, Ontario

Keeping your estate plan up-to-date is more than just having the right documents. It’s about ensuring your end-of-life wishes are clear, minimizing family conflicts, saving on taxes, and handling probate smoothly. Join Chelan Mansour of RBC Royal Trust and Shannon Boakes from RBC Dominion Securities as they discuss essential estate planning considerations and the real conversations they have with their clients.


Women In Business Expo

Women In Business Expo

Mar 08, 2024 10:00 AM Eastern Standard Time - Mar 08, 2024 04:00 PM Eastern Standard Time
Marriott, 30 Fen Ridge Ct, Brantford, ON

Hundreds of women from Brantford, Brant County, Norfolk County and surrounding areas came together to celebrate and inspire each other. More information on speaker presentation by Shannon Boakes coming soon.


Farm Succession Planning: What’s your plan?

Farm Succession Planning: What’s your plan?

Jan 31, 2024 06:00 PM Eastern Standard Time - Jan 31, 2024 08:00 PM Eastern Standard Time
RBC Hagersville Branch, 30 Main Street South, Hagersville, ON

Your RBC Agriculture and RBC Dominion Securities teams would like to invite you to one of two succession planning advice events. Please join us to discuss tax planning, transitioning the farm, will & estate planning, and other succession planning topics with light refreshments.


Farm Succession Planning: What’s your plan?

Farm Succession Planning: What’s your plan?

Jan 24, 2024 02:00 PM Eastern Standard Time - Jan 24, 2024 04:00 PM Eastern Standard Time
The Field House Restaurant, 53 Simcoe Street, Scotland, ON

Your RBC Agriculture and RBC Dominion Securities teams would like to invite you to one of two succession planning advice events. Please join us to discuss tax planning, transitioning the farm, will & estate planning, and other succession planning topics with light refreshments.


 

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