A simple, unique and innovation way to give to charity

 October 18, 2024 |Stephanie Woo, CIM, FMA
Many want to make a positive impact on their community. If you are considering making financial donations, you may be interested in learning more about a new simple, unique and innovative way of giving. By using Canada Life My Par Gift, you will be able...
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McGill Personal Finance Essentials - Free online course

 September 05, 2024 |Stephanie Woo, CIM, FMA
Financial literacy is key to achieving important life goals. McGill Personal Finance Essentials is a free online course offered by McGill University Desautels Faculty of Management in collaboration with RBC Future Launch and The Globe and Mail. The course...
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The Wealthy Barber Returns - complimentary ebook

 September 04, 2024 |Stephanie Woo, CIM, FMA
In collaboration with David Chilton, one of Canada’s best known voices on the subject of personal finance, we are proud to offer you a complimentary special edition ebook. RBC Partner David Chilton uses wit and wisdom to help readers learn the keys to...
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2024 Handy Financial Planning Facts

 August 22, 2024 |Stephanie Woo, CIM, FMA
We're sharing our handy reference guide to important deadlines and useful contribution limits to help you in 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption CPP...
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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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Four ways to build confidence in your financial future by focusing on what you can control

Worried about higher interest rates and taxes? Strategies to take back control of your wealth

 February 01, 2024 |RBC Wealth Management

Learn how you can benefit from investing in tax-advantaged plans, such as a TFSA, RRSP and RRIF.

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Five strategies to maximize your RRSP savings

Five strategies to maximize your RRSP savings

 February 01, 2024 |RBC Wealth Management

From contributing at the beginning of the year to setting a savings target, these tips can help you make the most of your RRSPs.

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TFSA versus RRSP versus FHSA: Your top questions answered

TFSA versus RRSP versus FHSA: Your top questions answered

 February 01, 2024 |RBC Wealth Management

Learn the main​​ features of each registered investment plan to figure out which one is right for you.

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Optimizing the Tax Efficiency of Your Charitable Donations

 October 31, 2023 |Stephanie Woo
Many Canadians are charitably minded, however this can be a very personal matter. Some want to give, but think their gift is too small. Some want to give and want to stay anonymous. Others want to give but want to take some time to decide before funding...
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Joint Accounts -- Understanding Your Options with JGBRS

 September 14, 2023 |Stephanie Woo, CIM, FMA
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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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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