Dickson Family Wealth at RBC Dominion Securities Inc.

07/04/2026

WEBINAR: Join us for a focused, straightforward 45-minute session on how life insurance works as a wealth and estate planning tool – including strategies for grandchildren, charitable giving, and tax-efficient wealth transfer. We’ll also have an honest conversation about disability and critical illness, and where they genuinely make sense at your stage of life.

Register: https://bit.ly/3SIrkHc

07/03/2026

"I don't need a financial plan. I have a spreadsheet."

I've heard this more times than I can count. And honestly? I respect it. The spreadsheet people are my favourite kind of client.

They know their numbers. They track everything. They have tabs for tabs.
But here's the thing about spreadsheets: they're brilliant at telling you where you are. They're terrible at telling you if where you're going is actually where you want to end up.

A spreadsheet doesn't ask: What happens to this plan if your health changes?

It doesn't ask: Have you thought about what this means for your kids?
It definitely doesn't ask: Are you sure you're not paying more tax than you need to?

Those aren't math problems. They're planning problems.

The spreadsheet is a great starting point. A financial plan turns all those numbers into a life strategy.

If you've got the spreadsheet and you're wondering if there's a next step - there usually is.

07/02/2026

Central banks, the war in the Middle East, inflation and the shifting rate landscape.

06/30/2026

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive toward self-sufficiency remains a strategic priority.

06/28/2026

Stepping away from your business, even for a short period of time, can help you rest and recharge, enabling you to avoid or recover from burnout, stress or exhaustion. The post Unplugging for Success: 5 Tips to Help Business Owners Take Time Off appeared first on RBC Royal Bank.

Stepping away from your business, even for a short period of time, can help you rest and recharge, enabling you to avoid or recover from burnout, stress or exhaustion.

06/26/2026

I've been in wealth management for 20 years.

Here's what I wish someone had told me on day one:

The numbers and the plan have to work together.

Managing a portfolio well matters — a lot. But without a plan behind it, you're just watching a number go up and down with no context for what it actually means for your life.

The most powerful thing a financial plan does is create permission.
Permission to retire earlier than you thought. To buy the vacation property. To give more away while you're still alive to see it. To stop worrying.

But that permission only means something when it's backed by rigorous planning and a portfolio built to support it.

"You're fine" are the two best words in this business.
And I only get to say them when I actually know — because we've done the work.

15 years in: great investment management and great financial planning aren't separate things. One without the other is just half the picture.

06/23/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4vx5mW4

06/22/2026

Geopolitical events and oil prices have upended global bond markets and central bank policy expectations this year, but we see it as just the latest tree in a forest of reasons that has steadily driven bond yields higher.

06/21/2026

Did you know, the financial abuse of seniors is sadly often perpetrated by family members or close acquaintances? See below for some protections to think about and contact me to learn more about preventing it.

06/19/2026

At the midpoint of 2026, there are a few themes we’re keeping an eye on that are top of mind for investors: AI, defence spending and central bank plans. Watch this video for insights into all three – and reach out if you want to talk through what they may mean for your portfolio.

Find our full 2026 Global Midyear Outlook here: https://bit.ly/4w04yZG