Catherine Belo, investment Advisor of RBC Dominion Securities Inc.

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Catherine Belo, investment Advisor of RBC Dominion Securities Inc.

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I professionally manage your portfolio to help you grow your wealth, achieve your goals, and ensure

10/21/2026

Small changes. Big impact.
Saving more doesn't mean overhauling your life. It's about smart, simple shifts. Automate your transfers, audit those subscriptions, and pause before the impulse buy. Even a 48-hour cooling-off period can redirect hundreds back into your savings.

Ready to build the habits that stick?
Read the full article on RBC Money Academy for actionable strategies you can start today.

Explore 10 practical money-saving tips to help you track spending, build better habits and save more over time using simple, everyday strategies.

10/08/2026

Wealth planning isn't one-size-fits-all. A tax move today shapes your retirement years from now. A succession strategy impacts estate planning and family dynamics. Look at decisions in isolation and you solve one problem while creating another.

That's where we come in. We understand your goals, your family, and the story behind the numbers. Included in your relationship with us is RBC Family Office Services:
- Lawyers
- Accountants
- Tax specialists
- Succession and philanthropic advisors

Let's talk about your wealth planning.

Why human connections still matter in wealth planning.

10/06/2026

Phishing emails work because they rush you. They create pressure, demand immediate action, and often look surprisingly legitimate.

In this short video, Adam Evans, Chief Information Security Officer for RBC, breaks down a practical three-step approach to protect yourself:

✓ Check who sent it

✓ Question what they're asking for

✓ Watch for artificial urgency

When in doubt, trust your instincts. If you weren't expecting it, can't verify the link or attachment, or something feels off - close it and delete it. That simple action is often your best defense.

Stay cyber-safe out there.

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.

09/11/2026

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

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...

09/07/2026

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

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.

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.

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.

Address

11 Victoria Street, South Suite 100
Barrie, ON

Telephone

+14169842335

Website

http://www.catherinebelo.ca/

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