Rohan Sharma, CFP - Financial Planner, RBC Financial Planning

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.

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...
08/07/2026

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/4hTNkZZ

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

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential c...
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/3TyosNC

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.

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/4pF2dl6

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?And here's something to ...
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.

04/17/2026

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/4sQocpa

Spent some time at a museum recently, and moments like this always stick with me.Seeing the kids light up in front of so...
04/04/2026

Spent some time at a museum recently, and moments like this always stick with me.

Seeing the kids light up in front of something like this giant mammoth—asking questions, imagining what life looked like thousands of years ago—it’s a reminder of how powerful simple experiences can be.

It’s not just about history. It’s about curiosity, perspective, and learning to think beyond today.

And honestly, it made me think about money and the future too.

Just like these small experiences shape how kids see the world, the small financial lessons we pass on early—patience, saving, thinking long-term—quietly shape their future as well.

We invest in their experiences… but just as important is helping them build the mindset to handle what’s ahead.

Because in the end, it’s not just about building wealth—it’s about building confidence.

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