2024 Federal Budget – Proposed capital gains inclusion rate increase

April 23, 2024 |Stephanie Woo, CIM, FMA
The recent announcement of the proposed increase to the capital gains inclusion rate has triggered many questions and concerns about the potential impacts of this change. Our RBC Family Office Services team has prepared a detailed summary of the history...
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Growth stocks regained investors’ love in 2023

Growth stocks regained investors’ love in 2023

February 07, 2024 |Lindsay Strickland

After growth stocks brought heartbreak in 2022, the growth style of investing was at the top of the leaderboard in 2023. Can the rebound continue?

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The death of (traditional) value

The death of (traditional) value

February 07, 2024 |Kyle Bergacker, CFA

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

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Bank of Canada extends pause on rate hikes, expects slower growth

October 25, 2023 |Claire Fan, Economist, Royal Bank of Canada
In line with our and market’s expectations, the Bank of Canada (BoC) opted to hold the overnight rate steady at 5% at today’s meeting, extending a pause after also foregoing a hike in September. The central bank (also as expected) maintained a clear hiking...
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Stephanie Woo & Jim Allworth in page

In Conversation with Jim Allworth

September 08, 2023 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio and wealth management 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 investment...
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Intergenerational Wealth Conversations

August 01, 2023 |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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Enhance and Preserve Your Corporate Wealth

February 07, 2023 |Stephanie Woo, CIM, FMA
Building a business is not easy. Learn about one of the strategies where we can help enhance and preserve the wealth you have built in your corporation. CLICK TO VIEW VIDEO Let's explore your options. Contact Stephanie Woo at 604.257.3234 to discuss how...
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Financial planning: Nine key areas of focus

July 15, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Important aspects to consider in organizing your financial picture.

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Teaching your kids about financial literacy

July 13, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

From earning and saving to budgeting and investing, here are some age-specific financial literacy tips for kids, teens and young adults.

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How to protect your business from ransomware attacks

June 16, 2021 |Wealth Management Services

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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