Boakes Wealth Management of RBC Dominion Securities Inc.

09/03/2026

The conversations around women and wealth are evolving and rightfully so.

The shift from focusing on how women lacked access, opportunity, representation, and financial power to how more women are entrepreneurs, business owners, and leaders is a welcome change.

This thought-provoking article by Jacki Zehner explores what the growing influence of women in wealth could mean, not just for individual financial success, but for families, communities, philanthropy, investing, and the broader economy.

She challenges us to think beyond accumulating wealth and consider how wealth can be used to create meaningful impact.

Read the full article here -

“The future of wealth is increasingly female.” This is an opening line from UBS’s 2025 Own Your Worth report, Heir Dynamics: Money in Motion, and it immediately grabbed my attention.

08/31/2026

My son, Blake, recently got engaged to the love of his life, Crista, and I couldn't be prouder.

When he shared his vision for the proposal, I was honoured to play a role in helping bring it to life. Being part of such a meaningful moment for two people I care so deeply about brought me so much joy.

Watching Blake take this next step and seeing the love he and his now fiancée share has been incredibly special. It was a beautiful, exciting way to kick off the summer, and I wanted to share a glimpse of that moment with all of you!

08/19/2026

“My Money Matters."

It's a simple statement, but a powerful one.

At the heart of what we do is the belief that every client's money matters, not just the dollars and cents, but what that money represents: freedom, security, opportunities, and the ability to live life on your own terms.

That's why I wanted to share RBC's “My Money Matters” TikTok series.

This insightful five-part series explores important conversations around financial well-being, independence, and our relationship with money. It challenges us to think beyond numbers and consider how our financial decisions shape the lives we want to build.

Whether you're just starting your financial journey or refining plans you've been building for years, there are valuable perspectives to take away from these discussions.

08/12/2026

I was recently asked what one piece of advice I’d offer my younger self, or a woman just starting their career, would be.

And my answer is this:

“It’s okay to ask for help. We’re better together. Magic happens when we work together. You don’t have to do it by yourself. Find your people, build a village.”

To me, my village is everything. I am where I am today because of the women who provided their support and guidance - showing me the way. And I like to think this advice translates to all aspects of life, far beyond work alone.

What’s one piece of advice you’d give to the younger generation of women?

08/10/2026

For many women, financial confidence isn’t just what we build for ourselves, but something we pass along to future generations.

When we talk about women and money, the conversation often focuses on personal goals: building wealth, investing, saving, and planning for the future. But the impact goes much further than that; in the way we talk about money, the decisions we make, and the beliefs we carry and how they shape future generations’ understanding of financial confidence, responsibility, and possibility.

Financial literacy is something we build over time, and every conversation and question creates an opportunity for change. Because when one woman becomes more financially empowered, the impact extends far beyond herself. Read more about that here: https://wmc.rbcwealthmanagement.com/boakes-wealth-management/blog/the-wealth-we-pass-down:-building-generational-financial-literacy-4772965879354730569

08/06/2026

Money doesn’t come with instructions, but this FREE online course does!

Whether you're starting your first job, attending college or university, or simply want to brush up on your money management skills, the McGill Personal Finance Essentials course is a fantastic resource…and it's completely free!

You’ll learn practical, real-world financial skills, including:

✏️ Budgeting
✏️ Understanding Investing
✏️ Build credit confidently
✏️ Learn how taxes, debt, and savings really work

At Boakes Wealth Management, we believe financial literacy is one of the greatest gifts you can give yourself.

Share this post with anyone who may want to fine-tune their money management skills…they’ll thank you later!

Register today and start building money confidence for life!

🔗 https://www.mcgillpersonalfinance.com/

Take charge of your financial future with the McGill Personal Finance Essentials course sponsored by RBC and The Globe and Mail. Sign up now.

08/05/2026

There’s so much power in women coming together to speak about life, money, and what comes next.

At the end of 2025, we ran an event where a lovely group of women shared stories and a few laughs with the retro phone. During that time, one message kept coming through loud and clear - our futures are calling. So how can we ensure we’re prepared to answer that call?

At Boakes Wealth Management, we prioritize women’s voices and ensure questions are answered with thoughtfulness and care.

Over the next several months, we’ll be sharing even more women’s voices, stories and perspectives.

If you aren’t already, I would implore you all to subscribe to The Boakes Wealth Journal. Each month, we focus on one article on women who are navigating and growing their wealth. Our goal is to create a space where women can learn, ask questions, and support one another at every stage of their financial journey.

Our futures are calling. Are you ready?

Subscribe today: https://www.linkedin.com/newsletters/the-boakes-wealth-journal-7444781904186429441/

07/29/2026

Are the goals you made in January still your goals now?

July is often the point in a year when people realize just how quickly time truly passes. Our January routines and goals can feel like a distant dream, and the panic of being more than halfway through the year can begin to creep in.

After a long winter, the beautiful weather outside can feel so inviting that many of our priorities (like our financial goals) may come second.

But I’d like to invite you, wherever you’re reading this, to pause amid the excitement of summer, take a deep breath, and remember your “why.”

Life moves fast, and it seems the older we get, the faster it moves.

07/23/2026

How much of our money decisions are shaped by the stories we’ve been told?

The challenge is that certain beliefs can become barriers between where we are today and where we want to be in the future.

Investing will always involve uncertainty, and markets will always move through cycles, but a thoughtful financial plan can help bring clarity amidst heightened emotions and noise.

Read more about the assumptions that may be holding investors back, and how we can replace uncertainty with a more intentional approach to building wealth.

Boakes Wealth Management of RBC Dominion Securities Inc. |

07/22/2026

One of my favourite places to be in the summer is at our cottage. There’s something about being able to slow down long enough to enjoy a cup of coffee by the water and feel the breeze off the lake that feels like the perfect reset.

Life moves fast, especially in the summer months, and moments spent at the cottage with my family are some of the ones I look back on most fondly. It truly begins to feel like summer to me when I’m on my dock, watching the sun dance across the water.

Where will you find your happy place this summer?