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

Many people work hard for their money. The next step is making your money work hard for you.Investing for income can hel...
06/15/2026

Many people work hard for their money. The next step is making your money work hard for you.

Investing for income can help create a steady stream of cash flow while keeping your long-term goals in focus. Whether it's through dividends, interest, or other income-producing investments, the right strategy can help support your lifestyle today while continuing to build wealth for tomorrow.

The power of investing isn't just in what you contribute - it's in what your money can earn over time.

Your money should be doing more than sitting on the sidelines.

Retirement isn't just about saving money, its about having a plan. From CPP ( Canadian Pension Plan) and OAS (Old Age Se...
06/11/2026

Retirement isn't just about saving money, its about having a plan.

From CPP ( Canadian Pension Plan) and OAS (Old Age Security) strategies to taxes, investments and estate planning there are several important items that can impact your financial future.

This checklist highlights key financial planning considerations for older Canadians and can help ensure you're on the right track or inspire you to get a second opinion.

A strong plan can help create greater confidence tomorrow.

Link: https://bit.ly/4uqoIdZ

Catherine Belo - RBC Dominion Securities Inc. | Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

Life is constantly changing.A new job, growing family, retirement, or unexpected opportunity can all have a significant ...
06/08/2026

Life is constantly changing.

A new job, growing family, retirement, or unexpected opportunity can all have a significant impact on your financial future.

While we can't predict every change, we can prepare for it. A well-structured financial plan helps provide clarity, confidence, and direction through life's transitions.

The goal isn't to predict the future—it's to be ready for it.

As your lifestyle evolves, your financial plan should evolve with it.

If you are starting to feel a life and business shift coming, you are probably wondering how to prepare for the transiti...
06/04/2026

If you are starting to feel a life and business shift coming, you are probably wondering how to prepare for the transition.
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.

My team and I are here to help you protect everything you've built. Get in touch today to start planning your next chapter.

Financial planning isn't just about numbers - it's about creating a strategy that supports the life you want to live.Whe...
06/02/2026

Financial planning isn't just about numbers - it's about creating a strategy that supports the life you want to live.

Whether you're building your career, growing your family, preparing for retirement, or navigating a major life transition, having a financial plan helps provide direction and confidence when making important decisions.

While markets, economies, and personal circumstances will inevitably change, a well-constructed plan helps keep your goals at the center of every decision.
We help you measure progress, adapt when necessary, and stay focused on what matters most to you.

I've found that my clients often feel a greater sense of clarity and peace of mind when they have a roadmap in place. Financial planning isn't about predicting the future - it's about being prepared for it.

The most successful financial journeys don't happen by accident. They begin with a plan and we can help.

U.S. equity markets are at record levels supported by resilient corporate earnings and investors looking past geopolitic...
05/28/2026

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.
The consumer remains central to the U.S. economy, accounting for nearly 70 percent of GDP, but forward indicators have deteriorated. As conditions get more complicated, stay up the date!

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.

The average cost of a vacation has risen significantly over the past few years because of high inflation and increased d...
05/20/2026

The average cost of a vacation has risen significantly over the past few years because of high inflation and increased demand.

Learn how to save money for your dream vacation. Discover the best savings strategies, tips, and RBC tools to make your travel dreams a reality.
- Guilt-free spending
- Improving overall financial wellness
- Being aware of travel advisories

Learn how to save money for your dream vacation. Discover the best savings strategies, tips, and RBC tools to make your travel dreams a reality.

Learn the differences between saving and investing and how to decide the best move for your money. - Saving involves set...
05/15/2026

Learn the differences between saving and investing and how to decide the best move for your money.
- Saving involves setting aside money, typically in a savings account...
- Investing, on the other hand, is often focused on medium- to long-term goals...
Read more in this article! Further questions? Message me.

In times of economic uncertainty, investors may wonder whether to prioritize saving or investing. These strategies can help you make the most of your money.

RBC Wealth Management is honored to be recognized by PWM Wealth Tech Awards for our use of AI to better empower advisors...
05/13/2026

RBC Wealth Management is honored to be recognized by PWM Wealth Tech Awards for our use of AI to better empower advisors and help our clients achieve their goals.

We view AI as a transformation opportunity for the industry, demonstrating how technology can accelerate advisor impact while preserving the essential human judgment and personal interactions that wealth planning requires.

Congratulations to everyone involved.

Learn more here: https://bit.ly/4u8Q6Om

Canada’s unemployment rate rose to 6.9 per cent in April as the economy lost 17,700 jobs, according to Statistics Canada...
05/11/2026

Canada’s unemployment rate rose to 6.9 per cent in April as the economy lost 17,700 jobs, according to Statistics Canada.
Among youth aged 15 to 24, the unemployment rate climbed to 14.3 per cent, which is up half a percentage point from March, and more than double the national average.
Let's keep encouraging our youth to stay strong and stay motivated during these times!

Canada’s youth are being hit hardest in a weakening labour market as the country grapples with tariffs, artificial intelligence and shifting industries, economists say.

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Barrie, ON

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