Wilson Wealth Management Group of RBC Dominion Securities Inc.

Wilson Wealth Management Group of RBC Dominion Securities Inc. Helping our clients grow, preserve, and transfer their wealth for generations. You may not even be certain what you need.

Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio that provides growth or a plan that generates income. Perhaps minimizing income taxes, or estate and retirement planning are important to you. Regardless of your situation, I will conduct an in-depth review of your sp

ecific circumstances before making any recommendations or suggestions. My most important job is to listen – to understand you and your family's needs and goals, and to work with you to set out long-term objectives. We will define your tolerance for risk, and develop realistic investment expectations that are based on your comfort level, this will be your Wealth Management Blueprint.

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets ...
08/27/2026

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.

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and le...
08/22/2026

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 bot...
08/21/2026

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

What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. Af...
08/13/2026

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'...
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.

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognit...
08/05/2026

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/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/mandatar...
07/29/2026

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

Financial planning has always been about preparing for the future. But as people live longer, that future is becoming mo...
07/25/2026

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.

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who...
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/4fsUYrr

Longevity planning isn't just about making sure you don't outlive your money. It's about planning for the full reality o...
07/22/2026

Longevity planning isn't just about making sure you don't outlive your money. It's about planning for the full reality of a longer life — including the possibility that you'll one day become a caregiver. Or need one.

I encourage you to check out a powerful episode of the Chatter That Matters podcast featuring Amy Coupal, CEO of the Ontario Caregiver Organization. The episode is called "Suddenly, A Caregiver," and that word 'suddenly' says it all.

Most people don't plan to become caregivers. It happens after a fall, a diagnosis, a phone call that changes everything. And when it does, the financial, emotional, and professional impact can be staggering.

Amy's message is clear: identify yourself as a caregiver, seek support early, and don't wait for the emergency to start the conversation. The same is true for the financial side. The best time to plan for caregiving, whether giving it or receiving it, is long before you need to.

If you'd like to talk about how caregiving might factor into your own financial plan, I'm always here for that conversation.

Find the podcast here:

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

Spotify: https://bit.ly/4pummKg

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301-2001 McCallum Road
Abbotsford, BC
V2S3N5

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