Bola Wealth Management of RBC Dominion Securities Inc.

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Giving our client’s time and peace of mind, and helping them achieve their personal and financial

10/26/2026

October is Cybersecurity Awareness Month, and it's a good time to think about how we can help protect our loved ones from online scams.

Adam Evans, Chief Information Security Officer for RBC, shares a few practical steps in this short video:

• Review the services and social platforms your family members use and make sure their security settings are locked down.
• If something seems off, walk through the situation with them and help them recognize the warning signs of a scam.
• Encourage them to pause and call a trusted family member to validate the situation before taking any action.

A quick conversation today can help protect your loved ones from fraudsters. I encourage you to watch the video and share it with someone who might benefit.

10/19/2026

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.

10/15/2026

Managing wealth is rarely about a single answer, and that’s why human connections still matter in wealth planning.

A tax move today can change retirement income years from now. A succession strategy can ripple into estate planning or family dynamics. Look at one decision in isolation and you might solve the immediate problem while creating a new one down the line.

That's the human element and where I can help. I know you, your goals, your family, and the story behind the numbers.

Through RBC Family Office Services, I can introduce you to lawyers, accountants, tax specialists, and succession and philanthropic advisors and keep everyone working together as one coordinated team.

Reach out if you want to have a conversation about wealth planning.

Why human connections still matter in wealth planning.

09/17/2026

Today marks an exciting milestone as the Bola Wealth Management team joined our RBC Dominion Securities colleagues to open the Toronto Stock Exchange.

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/4h0Lq9q

Spotify: https://bit.ly/3SP3LwT

09/16/2026

I talk with clients every day about preparing financially for retirement. But this episode of Chatter that Matters is a powerful reminder that financial readiness is only half the journey.

Host Tony Chapman speaks with Mehbs Remtulla, who achieved financial freedom and stepped away from work at 50 only to confront a loss of identity and connection.
He turned that struggle into What's neXT50, a global community helping people create a meaningful next chapter.

Plus, Tammy Vigue, Senior Director of Retirement Transitions in Family Office Services, joins to make a point that resonates deeply with the work we do: We must plan not only for what we're leaving, but for the life waiting on the other side.

A thought-provoking listen for anyone contemplating retirement, and increasingly relevant as AI reshapes how we think about work and purpose.

Listen here:

Apple: https://apple.co/4yGu4oe

Spotify: https://bit.ly/4xE9Z0Y

09/11/2026

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

09/07/2026

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

08/31/2026

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines and disruption risks. Can the companies deliver on profitability expectations?

08/21/2026

What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. After decades of helping Canadians plan for the future, he's entering retirement himself.

In a recent episode of The Hart of It All, he talks with Teri Hart about what those years really require. He shares his family's experience navigating his 93-year-old father's dementia and long-term care, and why so many Canadians assume the government will fully cover future care costs.

The conversation reinforces something I discuss with clients often: longevity planning matters. A longer life means planning for the longer run, with a focus on financial, physical, cognitive, and social wellness, along with honest family conversations before a crisis forces rushed decisions.

Listen here:

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

Spotify: https://bit.ly/4c4ouTI

Address

44 PEEL CENTRE Drive SUITE 420A
Brampton, ON
L6T0E2

Telephone

+19054504143

Website

http://www.paulbola.ca/

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