Joint Accounts -- Understanding Your Options

July 20, 2022 |Stephanie Woo
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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Want to age at home? Learn which wearables and medical devices can help

June 10, 2022 |RBC Wealth Management

From voice-activated home alarms to smartwatches with blood sugar monitors, learn how you can age at home with the help of technology.

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Health care planning is part of investment planning in pandemic era, RBC wealth head says

May 30, 2022 |Clare O'hara, Wealth Management Reporter, The Globe & Mail

Financial advisers are now incorporating health care planning into the conversations they are having with clients as part of their long-term financial goals.

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Helping Canadians reclaim their mental health

May 04, 2022 |RBC Wealth Management

We‘re investing in access to mental health services for all Canadians in support of CMHA’s Mental Health Week.

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Worried about your health as you age? Create a care plan

January 27, 2022 |RBC Wealth Management

A care plan helps families understand and budget for the different types of care an older adult may need.

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Harnessing health-care technology to support ageing in place

December 06, 2021 |RBC Wealth Management

The pandemic and the devastation that hit long-term-care homes dramatically altered the way we view our own vulnerability and health.

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How family, real estate and business can complicate finding the right executor

October 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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Fresh pesto beans & greens orzo

July 22, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services
Perspectives - Volume 9, Issue 1 – 2021 Recipe information Prep time: 15 minutes Cook time: 15 minutes Serves: 4 Nutritional breakdown (per serving) Calories: 531 Protein: 20 g Carbohydrates: 78 g Fats: 16 g Fibre: 6 g Ingredients ¼ lb. ¼ lb. 2 cups 1...
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Thai green curry chicken

July 22, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services
Perspectives - Volume 9, Issue 1 – 2021 Recipe information Prep time: 10 minutes Cook time: 25 minutes Serves: 6 Nutritional breakdown (per serving) Calories: 853 Protein: 51 g Carbohydrates: 87 g Fats: 34 g Fibre: 6.4 g Ingredients 2 tbsp. 3 tbsp. 3...
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Building mental resilience with Olympian Clara Hughes

July 20, 2021 |RBC Wealth Management

Hughes says she walked away from a race realizing she hadn't fulfilled her job as an athlete and Olympian and vowed to use her platform to highlight mental health and the struggles.

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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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