Lisa McDermott, CFP, PFP

05/27/2026

05/26/2026

Opening night at RBC Amphitheatre is here. 🎉 If you're in the crowd tomorrow, grab your commemorative poster designed by Briony Douglas at the exit on your way out. Tomorrow only, don't miss it!

05/02/2026

04/24/2026

Have you ever received an email claiming there’s a problem with your tax return? You might act quickly to make things right – without taking the time to verify the source of the email. That’s exactly what scammers expect.

Knowing the common tax scams to watch for can keep you one step ahead. http://spr.ly/6189B6hhqU

1) CRA impersonation scams: An urgent phone call, email or text message claiming that you owe taxes, are under investigation or qualify for a refund.

2) Phishing and smishing scams: A message urging you to click on a link to complete your return, claim your refund or provide additional documents.

3) Fake refund scams: Scammers may ask you to confirm banking information to “process” a refund.

4) Fake filing websites: Fake websites that closely resemble legitimate tax preparation platforms or government portals created to collect your data.

04/15/2026

Curious about what other investors are trading? 💡 Check out the top 10 stocks and ETFs RBC Direct Investing clients bought in March. http://spr.ly/6185B6Nw7V

04/15/2026

There is still time to file your taxes! We're breaking down the most common tax slips you'll hear about (or need) during tax season, and what they actually mean. Learn more about each slip:

T4: Employment, Unemployment and other Income Slips (T4,T4A,T4E, CPP/T4P and OAS) - T4 tax slips report your annual earnings and deductions, showing total income earned including wages, salaries, commissions and bonuses. T4E tax slips are for if you were unemployed at any point throughout the year.

RRSP Contribution Receipts - If you contributed to a Registered Retirement Savings Plan (RRSP), you’ll need your RRSP contribution receipt(s). You may receive two: one records the contributions you made up until Dec. 31, the other records contributions for the first 60 days of this year.

T5: Investment Income Slips - If you have other investments, look for T5 slips from your financial institution or investment brokerage, either through mail or their online platform.

T2202: Education Expenses - This documents your tuition fees and months of enrollment for your education credits, if you’re a post-secondary student.

T2200: Work From Home Expenses - T2200 certifies that your employer required you to pay certain employment expenses, such as home-office costs, and you still need to meet CRA’s conditions for claiming those expenses.

03/10/2026

This International Women's Day, RBC honours women's ability to rise, adapt and thrive – and is helping to expand inclusive opportunities for all.

03/10/2026

In today’s digital world, scammers increasingly leverage social engineering to craft highly personalized cyber-attacks. Social engineering scams rely on human psychology rather than technical hacking. Spotting a scam early can save you money, time, and trouble.

Discover 6 social engineering warning signs to watch out for. http://spr.ly/6187htuZl