Dickson Family Wealth at RBC Dominion Securities Inc.

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Dickson Family Wealth at RBC Dominion Securities Inc. It's all about simplicity. We provide simple solutions to complex problems by bringing every piece of your financial picture together.

10/26/2026

Settling an estate comes with a lot of unfamiliar terms and “probate” is one that often trips people up.

What exactly is it? And why do third parties (like banks and insurance companies) ask for it before releasing assets to an executor?

In this clip, Leanne Kaufman and The Wealthy Barber explain why understanding probate can help make navigating an estate a little clearer.

Watch the full episode here: https://bit.ly/4zZGIiR

WEBINAR: Most of us give the same way every year. Most of us could be giving better.Writing a cheque is the easiest way ...
10/23/2026

WEBINAR: Most of us give the same way every year. Most of us could be giving better.

Writing a cheque is the easiest way to give. But is it the best? You already know the causes you care about. The question is whether your giving is set up to do as much as it could, for them and for you.

December 31 will be here sooner than you think, and some of the most interesting options take weeks to put in place. So let's talk about them now, while there's still time to do something.

Join me for a 45 minute session where I'll explore:
• Why donate securities instead of cash?
• Donor-advised fund or family foundation: what's the real difference?
• Could life insurance make your gift far bigger than you expected?

Your values, your wealth, your impact, all working together. I hope you'll join me.

October 27 6:30pm - RSVP here: https://bit.ly/4jxiCqB

10/22/2026

If you're already planning to give to a cause you care about, there's a way to make that gift do more than sit as a single line item: approach the organization and offer to match other donors' contributions, instead of just writing your own cheque.

A matching gift changes the psychology of giving for everyone else involved. Other donors give sooner, and often more, because their dollar suddenly does double duty. You still get full credit and a tax receipt for your own gift, and if that gift is funded with appreciated securities instead of cash, you also avoid the capital gains tax you'd otherwise owe on the sale. The organization gets a campaign story worth promoting instead of a quiet transaction that happens once and gets forgotten.

Most people don't think to offer this. They assume matching campaigns are something organizations dream up on their own. In my experience, a lot of the best ones start because a single donor asked first.

If you were planning a larger gift this year, would you consider proposing a match instead of just handing it over? Tell me in the comments.

People usually come to me with a specific question: where should this money go, how do I retire, what do I do with this ...
10/20/2026

People usually come to me with a specific question: where should this money go, how do I retire, what do I do with this inheritance. Those are fine questions. They're just rarely the most useful ones.

The question I wish came up sooner is simpler: what is this money actually for? Not as a return-on-investment question, but as a "what does a good life look like for you and the people you care about" question.

The families who ask that early tend to make better decisions later, because everything else gets measured against something real instead of against a market benchmark.

It's a harder question to sit with. It's also the one that actually shapes a plan.

What's the question you wish someone had asked you sooner? I'd love to hear in the comments.

A stroke, a serious accident, a diagnosis that takes away someone's ability to make decisions. None of that waits for th...
10/15/2026

A stroke, a serious accident, a diagnosis that takes away someone's ability to make decisions. None of that waits for the paperwork to be ready.

Having a power of attorney is a start, not the whole answer. It needs a backup named, in case the first person can't act either. It needs to be someone who's actually available when it matters, close enough or reachable enough to step in without delay. And the document itself has to be structured properly, or an institution can refuse to honour it at exactly the moment your family needs it to work.

I've sat with families who had a POA in place and still hit a wall, because one of those pieces was missing.

Is yours actually built to hold up, backup named, practical to use, properly structured, or is it a document sitting in a drawer? Tell me in the comments.

I've seen an outdated beneficiary designation undo years of careful planning in one line.An old will, a properly structu...
10/12/2026

I've seen an outdated beneficiary designation undo years of careful planning in one line.

An old will, a properly structured trust, a well-thought-out plan — none of it overrides what's named directly on a policy or a registered account ie. an RRSP. Those designations pass outside the will entirely. If they haven't been updated since a divorce, a remarriage, or a death in the family, the money goes exactly where the outdated form says, regardless of what anyone intended.

This is one of the easiest things to fix and one of the most commonly missed.

If it's been more than a few years since you've checked who's named on those accounts, that's worth five minutes.

When's the last time you actually checked who's named on your accounts? Tell me in the comments.

Happy Thanksgiving from RBC Wealth Management. Wishing you and your loved ones a warm holiday filled with gratitude and ...
10/11/2026

Happy Thanksgiving from RBC Wealth Management. Wishing you and your loved ones a warm holiday filled with gratitude and good company.

Global bond yields have hit fresh multi-decade highs, but is this a warning sign or a healthy market recalibration? We e...
10/09/2026

Global bond yields have hit fresh multi-decade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

Charitable giving often gets treated as what's left over after everything else is decided. For a lot of families I work ...
10/08/2026

Charitable giving often gets treated as what's left over after everything else is decided. For a lot of families I work with, it deserves a seat at the table earlier than that.

Done well, giving isn't separate from a family's financial plan — it's part of it. It can reduce the tax burden on an estate, involve the next generation in a shared value before there's an inheritance to argue about, and let people see the impact of their giving while they're still here to see it.

Done as an afterthought, it's usually a cheque written in December with little thought behind it.

If giving matters to your family, it's worth planning for on purpose, not squeezing in at the end.

Where does giving fit in your own financial plan, on purpose or as an afterthought? I'd love to hear in the comments.

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy...
10/07/2026

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

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