Key Person Insurance -- Important for Business Owners

 December 15, 2024 |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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Reallocating your wealth: taking a look at pools of capital

 December 10, 2024 |Stephanie Woo

Proper diversification and consideration of your wealth may help you achieve your lifestyle needs/bequests and philanthropic planning desires in a tax-efficient manner that may ultimately enhance your overall wealth.

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

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

 December 10, 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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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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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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