Wade Stolz BBA, CFP - RBC Dominion Securities

09/02/2026

Traditionally, financial planning has focused on one core question: Do you have enough money to retire? Today, that question is just the starting point as planning evolves to incorporate physical, social and cognitive wellness. It’s about thriving across every dimension of life.

This recent episode of the Mel Robbins Podcast speaks beautifully to the topic of longevity and how to think about aging, retirement and your future. And bonus? It features Dr. Joe Coughlin of MIT AgeLab, who is always an engaging listen.

Check it out – and reach out if it sparks any thoughts about your own planning needs.

Mel sits down with Dr. Joseph Coughlin, founding director of the MIT AgeLab, for a research-backed wake-up call that will change your life.

08/30/2026

When you work with a financial advisor, understanding what you’re getting for your fees is important.

Can you answer these three questions?

1) Do you know exactly what you're paying for investment guidance?
2) Are the services you're receiving truly worth those fees?
3) Do you feel confident you’re on track to reach your financial goals?

If even one of those gave you pause, you're not alone. Investors at every stage deserve clarity, not just on what you pay, but on the full scope of support behind every decision. That means estate-planning access, tax-strategy guidance, and advice that's genuinely aligned with where you're headed.

I'm offering a complimentary second opinion on your portfolio — no pressure, no obligation. Just a fresh set of eyes from someone who believes your idea of confident, transparent wealth management starts with the right conversation.

Reach out and let’s talk.

08/27/2026

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/4xkHXbd

08/25/2026

I recently had the chance to spend a day volunteering at the Habitat for Humanity Kelowna restore alongside Shaina and several of our RBC dominion securities colleagues.

It was a great opportunity to support an organization to help families build strength, stability and independence through affordable homeownership.

I also have to admit, the ReStore was pretty fun to explore. There's an incredible mix of building supplies and unique finds - I could have spent hours looking through everything, and even came home with a couple of items for a project I'm working on.

A rewarding day with a great group of people supporting an important organization in our community.

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/4wy3pbP

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

08/03/2026

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/3RJYVQW

07/29/2026

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

07/22/2026

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/4pJJC7h