Bola Wealth Management of RBC Dominion Securities Inc.

Bola Wealth Management of RBC Dominion Securities Inc. Giving our client’s time and peace of mind, and helping them achieve their personal and financial

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.

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of...
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?

What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. Af...
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

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen bot...
08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

🎉 Congratulations to Nindy Singh! 🎉Thrilled to celebrate Nindy Singh, Associate Advisor with  Bola Wealth Management tea...
08/13/2026

🎉 Congratulations to Nindy Singh! 🎉

Thrilled to celebrate Nindy Singh, Associate Advisor with Bola Wealth Management team, on winning the Q3 RBC Performance Award!

This outstanding recognition reflects Nindy's unwavering commitment to excellence, dedication to our clients, and the positive impact she brings to the team every single day.

Please join us in congratulating our Mississauga/Brampton Q3 RBC Performance Award recipients: Narinder Singh, Associate Advisor, Quarterly Award winner; Hamza Khan, Associate, On the Spot Award winner; Rosepreet Kaur, Associate, On the Spot Award Winner. These achievements are a testament to our te...

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it'...
08/10/2026

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

Traditionally, financial planning has focused on one core question: Do you have enough money to retire? Today, that ques...
08/06/2026

Traditionally, financial planning has focused on one core question: Do you have enough money to retire? Today, that question is just the starting point as planning evolves to incorporate physical, social and cognitive wellness. It’s about thriving across every dimension of life.

This recent episode of the Mel Robbins Podcast speaks beautifully to the topic of longevity and how to think about aging, retirement and your future. And bonus? It features Dr. Joe Coughlin of MIT AgeLab, who is always an engaging listen.

Check it out – and reach out if it sparks any thoughts about your own planning needs.

Mel sits down with Dr. Joseph Coughlin, founding director of the MIT AgeLab, for a research-backed wake-up call that will change your life.

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognit...
07/31/2026

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/4yQ3F83

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

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatar...
07/29/2026

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

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who...
07/22/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/45iJdiG

Address

44 PEEL CENTRE Drive SUITE 420A
Brampton, ON
L6T0E2

Alerts

Be the first to know and let us send you an email when Bola Wealth Management of RBC Dominion Securities Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category