A financial plan is the foundation to achieve long-term success to reach your financial milestones.
08/21/2026
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
08/10/2026
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.
08/07/2026
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/458TEFF
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
08/03/2026
As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.
Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/4bsZaX9
07/29/2026
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
07/22/2026
The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/44NgbHQ
04/30/2026
Did you know your TFSA contribution room keeps growing - even if you've never opened an account?
And here's something to think about: your kids' TFSA room is building right now too. From the moment they turn 18, contribution room starts accumulating, whether they open an account or not.
Reach out if you’d like to explore what this means for your financial plan and your family.
Imagine a Canada where living to 100—and thriving while you do it—isn't rare, it's normal. Super-aging shouldn't be a privilege. It should be our shared goal. Canada's groundbreaking research is mapping the way forward, and the findings might change how you think about your own future. https://bit.ly/4myWzzn
03/11/2026
Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’s also a skill you can strengthen at any age.
Learn how better balance is possible in Can the 10-Second Balance Test Predict Your Lifespan? from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4uGpRQj
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
02/11/2026
Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an activity you enjoy and get moving.
Every workout you do is an investment in your future self.
Start today, stay consistent, and watch your body and mind thank you for years to come. Read Workout Results: 12 Ways Exercise Benefits Your Body from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4rbLYM0
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.