Wilson Wealth Management Group of RBC Dominion Securities Inc.

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.

Tariffs, retaliation and shifting supply chains—what the latest moves mean for growth, jobs and prices on both sides of the border.

New developments in U.S.-Canada trade war: The impact on both economies

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization.

Bridging worlds: Tokenization connects digital and physical assets

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/4xhzm9m

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

How wealthy families are rewriting their philanthropy playbooks

What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. After decades of helping Canadians plan for the future, he's entering retirement himself.

In a recent episode of The Hart of It All, he talks with Teri Hart about what those years really require. He shares his family's experience navigating his 93-year-old father's dementia and long-term care, and why so many Canadians assume the government will fully cover future care costs.

The conversation reinforces something I discuss with clients often: longevity planning matters. A longer life means planning for the longer run, with a focus on financial, physical, cognitive, and social wellness, along with honest family conversations before a crisis forces rushed decisions.

Listen here:

Apple: https://apple.co/4i7kJk4

Spotify: https://bit.ly/45qLzw5

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.

Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4hadGH0

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

What to know about appointing a power of attorney for property or mandatary for property

Financial planning has always been about preparing for the future. But as people live longer, that future is becoming more complex. Today’s retirees may spend 25, 30, or even 40 years in retirement. Along the way, questions about health, caregiving, housing, purpose, cognitive well-being and family support can become just as important as financial considerations.

That’s why I incorporate longevity planning into my approach, with a focus on financial, physical, cognitive and social wellness.

The goal is to help you make more informed decisions, anticipate potential challenges, and create a plan that supports both wealth and well-being. Just as I collaborate with specialists across tax, estate, and trust planning, I also have access to longevity-planning expertise and resources to help you navigate the evolving realities of longer lives.

Successful planning isn’t just about how long your money lasts; it’s about helping ensure your life, health, relationships, and purpose are considered along the way.

If you’re thinking about what longevity could mean for you, your family, or your retirement plans, please reach out. I welcome the conversation.