Luke Karpovich, RBC Dominion Securities

Luke Karpovich, RBC Dominion Securities I am a Financial Planner with Royal Mutual Funds Inc. and employed by Royal Bank of Canada.

As a financial planner, I enjoy hearing about what matters most to you, and helping you get there. Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan that’s designed to achieve your life goals.

Whether it’s traveling the world or enjoying your passions, your dream retirement requires smart planning. In this video...
09/26/2025

Whether it’s traveling the world or enjoying your passions, your dream retirement requires smart planning. In this video, learn why investing early can help you take advantage of long-term growth opportunities. https://bit.ly/3KkbdLP

It’s never too early to plan for your dream retirement. 🏝️💰💭 Here's what to know to get started. 📖 RBC GAM’s CIO Dan Chornous, shares timeless principles...

For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several...
10/11/2024

For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval. The post Family offices shift outlook from caution to optimism appeared first on RBC Wealth Management.

For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.

Financial decisions touch so many aspects of life. Some decisions are simpler, such as making day-to-day purchases, whil...
10/09/2024

Financial decisions touch so many aspects of life. Some decisions are simpler, such as making day-to-day purchases, while others are more complex, such as investing, caring for an aging parent or planning for retirement. Find out how we can help develop financial literacy skills for you and your family.

Set your family members—from teens to grandparents—up for success with our financial education tools and resources.

What to know about different registered accounts? The post TFSA vs RRSP vs FHSA: Your Top Questions Answered  appeared f...
10/07/2024

What to know about different registered accounts? The post TFSA vs RRSP vs FHSA: Your Top Questions Answered appeared first on Discover & Learn.

Have any questions? Feel free to reach out.

Understanding the differences between registered investment plans can help you decide how they can help you meet your goals.

The key to a happy retirement is advance planning. Here are three steps to help you prepare for a fulfilling second act....
10/04/2024

The key to a happy retirement is advance planning. Here are three steps to help you prepare for a fulfilling second act. The post Planning For Retirement: How to Create a Fulfilling Second Act appeared first on Discover & Learn.

The key to a happy retirement is advance planning. Here are three steps to help you prepare for a fulfilling second act.

We understand health is important to you – therefore, it’s important to us too. That’s why RBC Wealth Management has lon...
10/02/2024

We understand health is important to you – therefore, it’s important to us too. That’s why RBC Wealth Management has long been committed to supporting the health and wellness of our clients. We’re thrilled to announce the next step in our ongoing efforts to help our clients age well: a strategic relationship with Cleveland Clinic Canada.

A world-renowned medical institution that has provided high-quality patient care for over a century, Cleveland Clinic serves as a trusted source for health information and services, to help our clients live and age well.

Learn more about this exciting partnership here: https://www.rbcwealthmanagement.com/en-ca/newsroom/2024-09-10/rbc-wealth-management-announces-a-collaboration-with-cleveland-clinic-canada

Will you thrive in your senior years? It all starts with a proactive plan.the futures belongs to those who prepare for i...
09/30/2024

Will you thrive in your senior years? It all starts with a proactive plan.

the futures belongs to those who prepare for it today. Your retirement could be your best years, or it could be filled with uncertainty. The difference? A Strategy.

Don't leave your golden years to chance. Book in a free consultation now and let's build your custom wealth plan that will set you up for success - no matter what the market throws your way.

Ready to take control? Let's get started.

Canadians over 65, however, are particularly attractive targets for criminals. Here are ways to spot scams and protect y...
09/26/2024

Canadians over 65, however, are particularly attractive targets for criminals. Here are ways to spot scams and protect yourself or your older loved ones. The post 5 Cyber Scams Targeting Seniors appeared first on Discover & Learn.

Canadians over 65, however, are particularly attractive targets for criminals. Here are ways to spot scams and protect yourself or your older loved ones.

Sunday Funday!Today’s update is a little different but filled with joy. I’m thrilled to introduce the newest (and tinies...
09/22/2024

Sunday Funday!

Today’s update is a little different but filled with joy. I’m thrilled to introduce the newest (and tiniest!) member of our family, Isabella Florence Karpovich, born on September 20th, 2024. Both mom, Tiffany, and baby Isabella are doing fantastic!

While retirement planning, investment strategies, and tax solutions are usually my daily focus, this weekend, it’s all about bottles, burp cloths, and baby.

Wishing everyone a restful and joyful Sunday!

Has your family avoided the uncomfortable topic of what happens after you’re gone? You’re not alone. But shying away fro...
09/11/2024

Has your family avoided the uncomfortable topic of what happens after you’re gone? You’re not alone. But shying away from these important plans can increase the likelihood of family strife. Let me help guide you. Ask yourself these questions and let’s review them together.

Wherever you are in your business lifecycle, what's next? What’s your exit strategy? What will retirement look like? It’...
09/09/2024

Wherever you are in your business lifecycle, what's next? What’s your exit strategy? What will retirement look like? It’s never too early to lay the groundwork for a smooth transition. Let us help you start planning your next chapter.

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Calgary And Surrounding Areas
Calgary, AB

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