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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The Wealthy Barber Returns - complimentary ebook

November 03, 2023 |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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McGill Personal Finance Essentials - Free online course

November 01, 2023 |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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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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A new simple, unique and innovation way to give to charity

October 01, 2023 |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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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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Women and Wealth Transfer

September 09, 2023 |Stephanie Woo, CIM, FMA
Women are playing an increasingly critical role in the managing and the transfer of family wealth. Are you and your children prepared? Did you know ... Only 41% of mothers are confident their children would be able to grow their wealth if they inherited...
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Key Person Insurance -- Important for Business Owners

May 24, 2023 |Stephanie Woo, CIM, FMA
It's not uncommon for businesses to rely on a single or a few key people for the successful operation of the company. Would your business be impacted if one of the partners or key employees passed away or became unable to work? Would you have the sufficient...
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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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