Catherine Belo, investment Advisor of RBC Dominion Securities Inc.

Catherine Belo, investment Advisor of RBC Dominion Securities Inc. I professionally manage your portfolio to help you grow your wealth, achieve your goals, and ensure

Your password is more powerful than you think. Discover the science behind strong passwords and take control of your dig...
09/15/2026

Your password is more powerful than you think. Discover the science behind strong passwords and take control of your digital security today.
Strong, unique passwords are your best defense against unauthorized access and we've got 10 practical tips to make it easier.
Learn how to lock down your accounts securely!

The average person has to remember about 100 passwords. Here are tips to keep your passwords strong, memorable and organized.

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.

Canada's housing market is showing signs of recovery, but the story isn't uniform across the country. RBC Economics reve...
09/09/2026

Canada's housing market is showing signs of recovery, but the story isn't uniform across the country. RBC Economics reveals that while resales are climbing and inventories are easing, regional splits remain stark - with Ontario and B.C. facing headwinds while Quebec, the Prairies, and Atlantic Canada show more resilience.

Understanding these regional dynamics is crucial for buyers, sellers, and investors navigating today's market.

Diverging regional trends continued for Canada’s housing markets in August. Ontario markets showed mixed momentum, with Toronto’s recovery faltering amid escalating trade uncertainty, while Ottawa continued its improvement with prices edging above year-ago levels for the first time since Novembe...

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.

AI is transforming finance from record-keeping to strategic partnership. The key is to start small with high-impact area...
08/13/2026

AI is transforming finance from record-keeping to strategic partnership. The key is to start small with high-impact areas like the monthly close process rather than overhauling entire systems.

Smart advice from Gregg Mojica on how CFOs can lead AI adoption while maintaining governance and oversight. Read more in detail by clicking the link.
https://bit.ly/45mkfPJ

Starting small lets you prove the concept in a contained, auditable way without shocking your system or starting over completely.

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognit...
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/4wiKe5F

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

Have you considered who will manage your finances if you’re unable to? A power of attorney for property is a critical co...
07/29/2026

Have you considered who will manage your finances if you’re unable to? A power of attorney for property is a critical component of comprehensive estate planning that many overlook until it’s too late.

Take a look at this insight and dive into the reason your estate plan is so important, especially later in life.

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

07/27/2026

As you approach retirement, the reality sets in: every dollar you preserve through strategic tax planning directly impacts your quality of life and legacy. Retirement isn't just about accumulating wealth—it's about keeping more of what you've worked so hard to build. In today's complex tax environment, proactive tax optimization has become the cornerstone of sustainable retirement income planning.

Here are some key strategies. Contact me to learn more.

That family cottage holds more than just memories—it holds the potential for family conflict if ownership isn't decided....
07/23/2026

That family cottage holds more than just memories—it holds the potential for family conflict if ownership isn't decided. Rising costs, geography, and practicality make this emotionally charged asset worth discussing with family.

Key questions to start the conversation:

Who can realistically maintain the property?
What are everyone's usage expectations?
Are co-ownership or buyouts viable options?

As RBC Wealth Management notes, no estate asset is more emotionally charged than the family cottage. Planning early preserves both the property and relationships.

Read the full insights here: https://bit.ly/4wjThUs

We all have things we want. The question is: "How do I afford it?" "What effect will this have on my budget"? "Is this t...
07/20/2026

We all have things we want.

The question is:
"How do I afford it?"
"What effect will this have on my budget"?
"Is this the right move?"

If you've asked yourself these questions, congratulations, you're on the right track.
The crucial step in achieving the things we want is asking the right questions and receiving answers from someone we can trust. By creating a simple financial plan it can be made possible without the stress.

We want to help give you confidence in your purchase decisions, avoid buyers remorse and keep you on track with your other financial goals.

What's your next purchase and do you have a plan?

Address

11 Victoria Street, South Suite 100
Barrie, ON

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