Kate White, CFP, Investment Advisor & Financial Planner

Kate White, CFP, Investment Advisor & Financial Planner A financial plan is the foundation to achieve long-term success to reach your financial milestones.

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/4myWzzn

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’...
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.

Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an acti...
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.

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research ...
01/14/2026

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research shows that reducing daily calories by up to 25 percent may slow some age-related changes and decrease inflammation, a key contributor to aging.

Learn how calorie-conscious eating can help protect your body, your brain and your longevity in How Calorie Reduction Can Slow Aging from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4sKxwfm

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

01/08/2026

Money can be a sensitive topic for Canadians and a source of stress and tension in our lives. But what if you could change your relationship with money and improve your overall wellbeing?

Listen to our latest episode on financial therapy to learn more, and kick off your year with confidence: https://bit.ly/4jPVK3T

The Six Pillars of Brain Health offer simple, science-backed ways to keep your mind sharp, resilient, and more resistant...
12/10/2025

The Six Pillars of Brain Health offer simple, science-backed ways to keep your mind sharp, resilient, and more resistant to cognitive decline.

Small, consistent lifestyle choices today can make a big difference for your brain tomorrow. Read about the 6 Ways To Improve Your Brain Health from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4pV9yM2

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

🧵✨ What an inspiring day spent with Quilts for Cancer-Peterborough! ✨🧵From learning about the beautiful (and complex) tr...
11/27/2025

🧵✨ What an inspiring day spent with Quilts for Cancer-Peterborough! ✨🧵

From learning about the beautiful (and complex) trade of quilting to cutting batten alongside dedicated volunteers, every moment was special. Meeting such passionate and talented quilters who pour their hearts into every stitch was truly humbling.

I heard incredible stories about the young warriors and seasoned fighters who've received these quilts - every stitch truly makes a difference.

Honored to support an organization that wraps love around our community's cancer patients, one quilt at a time. My donation today goes toward continuing this vital work!

Thank you from your RBC friends myself, Shay and Lesley and allowing us to participate in this incredible cause! 💙 -Peterborough

Recorded in front of a sold out crowd at the Toronto Hunt, this episode captures the energy of a live audience and a mes...
11/24/2025

Recorded in front of a sold out crowd at the Toronto Hunt, this episode captures the energy of a live audience and a message every Canadian needs to hear. We are living longer, and more of us will reach 100, yet our healthcare system is under strain and our daily choices matter more than ever. My guest, Mike Kessel, CEO of Cleveland Clinic Canada, brings a clear and practical view of what it means to live long and live well. He explains why lifestyle drives most of our health outcomes and how simple habits like movement, sleep, and lowering stress can add years to our lives. He takes us inside the future of virtual care and remote diagnostics and shows how rapidly medical knowledge is accelerating. His message is simple. We are each the CEO of our own wellbeing, and the small decisions we make today shape the life we get to enjoy tomorrow. Mike frames healthcare in the most human way possible, as the business of creating more meaningful moments with the people we love. After Mike, Leanne Kaufman, President and CEO of RBC Royal Trust, joins me to share why planning for the later chapters of life matters just as much as planning for your health. Because living longer only works when we prepare for it. A powerful and timely episode for anyone who wants to understand how to live not just longer, but better.

Recorded in front of a sold out crowd at the Toronto Hunt, this episode captures the energy of a live audience and a message every Canadian needs to hear. We are living longer, and more of us will reach 100, yet our healthcare system is under strain and our daily choices matter more than ever. My gu...

The next episode of Women's Age Lab Talks is here! Join Professor Rachel Savage, Interim Director of Women’s Age Lab’s, ...
11/18/2025

The next episode of Women's Age Lab Talks is here! Join Professor Rachel Savage, Interim Director of Women’s Age Lab’s, and Dr. Paula Harvey, Director of the Cardiovascular Research Program and Chief of Medicine at Women's College Hospital, as they discuss the often-overlooked realities women experience beyond menopause, particularly in relation to heart health and aging.

You can access the talk and previous episodes here: bit.ly/waltalks

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