Wilson Wealth Management Group of RBC Dominion Securities Inc.

Wilson Wealth Management Group of RBC Dominion Securities Inc. Helping our clients grow, preserve, and transfer their wealth for generations. You may not even be certain what you need.

Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio that provides growth or a plan that generates income. Perhaps minimizing income taxes, or estate and retirement planning are important to you. Regardless of your situation, I will conduct an in-depth review of your sp

ecific circumstances before making any recommendations or suggestions. My most important job is to listen – to understand you and your family's needs and goals, and to work with you to set out long-term objectives. We will define your tolerance for risk, and develop realistic investment expectations that are based on your comfort level, this will be your Wealth Management Blueprint.

When it comes to keeping seniors safe from cyber crime, awareness is the starting point. Here’s what today’s most common...
06/08/2026

When it comes to keeping seniors safe from cyber crime, awareness is the starting point. Here’s what today’s most common scams look like – and the red flags you need to know.

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations. ...
05/30/2026

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations. Read more about how integrating real estate into a broader financial plan can help support long-term wealth goals.

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations.

Planning ahead helps increase the chances of a successful transition – whether you plan on selling the business to a thi...
05/28/2026

Planning ahead helps increase the chances of a successful transition – whether you plan on selling the business to a third party, transferring it to family members, or structuring a management buyout. We're here to help you protect everything you've built. Get in touch today to start planning your next chapter.

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fear...
05/21/2026

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers and pose a risk to the economy.

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopoliti...
05/15/2026

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more ...
05/10/2026

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

05/08/2026

You're successful in business, but will you succeed in succession? The key to passing on your business is to start planning early – even before you decide on a retirement date. Watch the video for some important tips and contact me to get started.

Canada’s 2026 Spring Economic Update has several measures that could impact tax and wealth planning. What are those key ...
05/01/2026

Canada’s 2026 Spring Economic Update has several measures that could impact tax and wealth planning. What are those key measures and how might they impact you?

We analyze the Spring Economic Update and summarize some of the income tax measures and programs that may affect Canadians and their families.

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on ...
04/30/2026

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on what your goals are right now, you can also consider saving all or a portion for your financial future.

A few ideas:
- Pay down non-deductible debt: Reduce outstanding non-deductible debt that’s subject to a high interest rate like credit cards or personal loans.
- Education savings: Contributing to a RESP now means you're investing in your children's or grandchildren's future.
- Protect what matters: Update your Will or make sure your insurance coverage still fits your life today.

There's no one-size-fits-all answer. If you want to talk through how to prioritize your refund to align with your goals, you can reach out to me.

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301-2001 McCallum Road
Abbotsford, BC
V2S3N5

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