Sam Rook, Portfolio Manager of RBC Dominion Securities Inc.

Sam Rook, Portfolio Manager of RBC Dominion Securities Inc. Providing total wealth management (Financial Plan, Estate Review and Asset Allocation) for families and business owners.

If you have an investment plan and nothing else, you are only halfway there.

06/30/2022

If you’re young, you may feel like wills and powers of attorney don’t matter to you yet. If you ask me though, wills matter at all stages of life, especially if you have kids. Here’s why.

06/23/2022

If you’re planning your estate realizing there’s just too much to deal with, consider “giving with a warm hand”. In this blog I explain how giving while you’re alive can make a meaningful difference both during your life and after.

06/16/2022

Talking about estate planning, but it’s essential to make sure that you and your family are protected. To help make this difficult conversation easier for you, here are 3 easy suggestions from someone who’s been through it.

06/01/2022

Who should you name as your beneficiary on your registered accounts, like your RSP & TFSA? Well, it depends on your goals. In this episode of Byte Sized I’ll walk you through the benefits and drawbacks of naming your spouse, children and more as beneficiaries.

05/25/2022

If you’re in the process of planning your estate, you might be worried about probate tax. Did you know that setting appropriate beneficiaries on your RSP & TFSA can eliminate probate completely on those accounts?

05/18/2022

Your RSP and TFSA are powerful tools that can help you manage your estate thanks to their beneficiary & successor holder features. In the new episode of Byte Sized, I’ll teach you how to make the most of it.

04/14/2022

Get a head start on “RSP Season” by setting up automatic contributions. The latest Byte Sized video explains why putting those savings first can go a long way.

04/07/2022

RSP season is over for now, and some people maybe be feeling like they could have optimized their contributions more. Luckily, the new episode of Byte Sized has you covered for next year.

03/31/2022

It’s tax filing time – if you’re looking at yours and wishing they were, well…less, this is the video for you. Learn how to make the most of your RSP to bring those taxes down next year.

03/04/2022

Filing taxes becomes so much easier when you understand what you’re paying. Learn about tax brackets & rates with this month’s Byte Sized.

02/25/2022

ICYMI, a new Byte Sized is out, teaching you about tax brackets and more.

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