Dickson Family Wealth at RBC Dominion Securities Inc.

08/30/2026

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/3SwGaAR

08/29/2026

Financial and digital literacy go hand in hand: protecting a child’s money now depends on knowing how to safely navigate the digital world. The post Digital Literacy for Youth: Raising Kids Who Think Before They Click appeared first on RBC Royal Bank.

Financial and digital literacy go hand in hand: protecting a child’s money now depends on knowing how to safely navigate the digital world.

08/26/2026

Markets have shown remarkable resilience in 2026, and the AI investment wave is a big part of the story. From record-breaking corporate earnings to historic levels of capital expenditure by the world's largest tech companies, the momentum behind artificial intelligence is hard to ignore. But as with any transformational technology, the path forward won't be without volatility.

Our latest analysis from PH&N Chief Investment Strategist, Tasneem Azim-Khan, breaks down the forces fueling the AI “supercycle” and what investors need to keep in mind.

How AI is driving today’s markets and fuelling investors’ hopes for an out-of-this-world future.

08/25/2026

Every client's plan works the same way for years — save, grow, review, repeat. Then one day it flips, and nobody quite prepares you for that moment.

Retirement isn't just "stop earning." It's the first time many people have to decide how much to take out, not put in — and that decision feels completely different than saving ever did.

Losing a spouse changes it again. Suddenly one person is making decisions that used to be shared, often while grieving, often for the first time in decades.

Neither of these moments is really about the numbers. They're about confidence — knowing the plan still holds even though everything else just changed.

If you've been through either of these transitions — what surprised you most? What do you wish someone had told you going in?

08/24/2026

Learn how setting up a family trust with professional guidance helps you navigate complex family dynamics and protect your assets.

08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

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.

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/45SCqMR

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

07/31/2026

"Great at building this, not so great at the filing cabinet."

I hear this from some of the most successful business owners I work with. And there’s real research behind why that pairing shows up so often.

The traits that make someone excellent at spotting opportunity — fast decisions, comfort with risk, big-picture thinking — aren’t always the traits that make a 40-page financial plan or a rigid monthly budget feel usable.

It’s not a discipline problem. It’s that most planning tools were never built with their strengths in mind.

For the business owners reading this: What’s actually worked for you? A different kind of check-in, a simpler system, something your advisor changed to fit how you actually operate? I’d like to hear it.

07/30/2026

A client called me a couple of years ago. She runs a company her father built. “How do I make sure my kids don’t end up fighting over this after I’m gone?” she asked.

The answer surprised her: it starts with a family conversation, not a legal one.
Who actually wants to run it. Who’s involved day to day. What “fair” means when it might not mean “equal.” Those are family questions first — the legal and tax work follows once everyone’s on the same page.

The families I see run into trouble later are almost always the ones who skipped that first conversation.

If you own a business — has that conversation happened yet in your family? Or is it still the thing nobody wants to bring up first?