Advice Events

Second Harvest

On June 25th, our leadership and colleagues at RBC Dominion Securities and RBC branches in Etobicoke came together to volunteer at Second Harvest, helping with packing food for delivery to feed people in need. We sorted and boxed over 12,800 pounds of food for distribution to those in need.

Did you know that almost 60% of all food produced in Canada is lost and wasted each year? More than 11 million tons of edible food ends up in landfill when it could be used to feed 5.6 million Canadians who are food insecure. Second Harvest is Canada’s largest food rescue organization. They work with businesses across the food supply chain to reduce the amount of edible food going to waste, which in turn averts the release of millions of pounds of greenhouse gases. The food Second Harvest recovers is redirected to thousands of charities and non-profit organizations, ensuring more people have access to healthy food.

We are proud to support this worthy cause, and applaud our leaders and colleagues who volunteered to help others.

Tree Planting

Nurturing the environment – and our community

On Friday, May 24, 2024, our Etobicoke RBC Dominion Securities team partnered with Tree Canada and One Million Trees Mississauga [TBC] to plant 100 native trees and shrubs at Fleetwood Park, as part of our E-for-a-Tree campaign.

This initiative helps encourage clients to use our digital communication tools – such as e-statements, e-tax documents, secure messaging – to increase efficiency while helping to protect our environment.

The E-for-a-Tree campaign was launched in 2020 through a partnership among RBC Wealth Management, RBC Foundation and Tree Canada. It was a $200,000 commitment from the bank to plant 50,000 trees across the five major regions in Canada as part of Tree Canada’s broader National Greening Program.

Sources:

• https://www.mississauga.ca/services-and-programs/forestry-and-environment/trees/one-million-trees/
• https://www.linkedin.com/posts/bob-sautner-cfp-2a56b38_on-friday-may-24-2024-the-etobicoke-rbc-activity-7200841772225208321-Mwm6/
• https://www.rbcwealthmanagement.com/en-ca/community/insights/tree-canada-plants-50-000-trees-after-clients-choose-to-go-paperless]

Estate Planning in Ontario

I was happy to present on the topic of "Estate planning in Ontario" along with lawyer Erica Blythe at Niagara-on-the-lake. Together, we discussed the importance of having an estate plan and significance of Wills and POAs. 

I also shared with our guests "The family inventory" guidebook, to summarize their family's current financial status, which will be invaluable to their surviving heirs, executors, trustees and advisors during estate settlement.

Please feel free to reach out to myself, should you like to discuss your estate planning needs and to get a copy of the family inventory guidebook. 

Women and investing

Invest in your future. Invest in yourself.

Invest in women: Accelerate progress – is the theme announced by United Nations for International Women's Day 2024. So come join us for a virtual event on “Women and Investing” with Catherine Philogène, CIM, RIPC, Vice President, Product Management, ESG Funds at RBC Global Asset Management and Sudha Sankar, Wealth Advisor at RBC Wealth Management. Catherine and Sudha will share expert insights on the changing landscape of women’s wealth and the opportunities that lie ahead for women. If you are looking to gain more confidence in investing and securing your financial future, this event is for you.