Wade Stolz BBA, CFP - RBC Dominion Securities

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10/20/2026

Phishing emails are designed to create urgency and pressure you into acting fast. In this short video, Adam Evans, Chief Information Security Officer for RBC, shares a simple way to evaluate an email before you respond: check who sent it, look at what they're asking for, and watch for a sense of urgency. If you weren't expecting it and it includes a link or attachment you can't verify, the safest move is to close and delete it.

10/16/2026

The China-U.S. AI Race: Who is leading?

For the full report, check out the RBC Wealth Management Global Insight Weekly:
https://bit.ly/3U06JiC

https://bit.ly/4B9LknJ

RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2026 RBC Dominion Securities Inc. All rights reserved. Nothing in this video constitutes legal, accounting, estate planning or tax advice and should not be relied upon as such. You are advised to consult with independent tax and legal advisors before taking any action based upon the information contained herein to ensure your won circumstances have been properly considered. Neither RBC Dominion Securities Inc., nor RBC Philips, Hager & North Investment Counsel Inc. nor any of their affiliates, nor any other person accepts any liability whatsoever for any direct or consequential loss arising from any use of this video, the information contained herein or the associated report on which this video is based. The video may not be reproduced or copied by any means without he prior consent of Royal Bank of Canada. RBC Dominion Securities Inc. (“RBC DS”), RBC Philips, Hager & North Investment Counsel Inc. (“RBC PH&N IC”) and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund, RBC DS and RBC PH&N IC are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under licence. All rights reserved

Planning for a longer life is about more than financial foresight. It’s about health, wellness, and the support systems ...
09/17/2026

Planning for a longer life is about more than financial foresight. It’s about health, wellness, and the support systems that let us and our loved ones live with dignity and peace of mind. Dementia is one of the realities many Canadian families will face, and having a plan, both care-wise and financially, can help you prepare for how that chapter unfolds.

In this recent episode of The Hart of It All, host Teri Hart speaks with Dr. Saskia Sivananthan, CEO of the Brainwell Institute, about the Ontario Dementia Task Force and its mission to transform dementia care across the province. They discuss why families need clear guidance, assessments, and support long before caregiver burnout or crisis sets in, and they challenge the misconceptions that still surround dementia today.

I encourage you to give this episode a listen.

Apple: https://apple.co/4izieYf

Spotify: https://bit.ly/4iAuuYl

Shanah Tovah to all who are celebrating. Your idea of new beginnings happens here.
09/11/2026

Shanah Tovah to all who are celebrating. Your idea of new beginnings happens here.

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.
09/07/2026

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets ...
09/05/2026

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization.

Traditionally, financial planning has focused on one core question: Do you have enough money to retire? Today, that ques...
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.

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

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and le...
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

I recently had the chance to spend a day volunteering at the Habitat for Humanity Kelowna restore alongside Shaina and s...
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.

Address

1631 Dickson Avenue Suite 1400 Landmark Square 6, Kelowna BC
Vernon, BC
V1Y0B5

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