Boakes Wealth Management of RBC Dominion Securities Inc.

11/03/2026

Building wealth is one thing, but preparing the next generation for it is another.

The idea of creating a legacy often focuses on what we’re passing down, whether it’s a family name, business, money, or beliefs, but it’s equally important to consider how we’re passing it down.

This can look different for each family, but generally, here are the top three things to start with now for greater peace of mind later:

1. Have the honest conversations. What are your values around money? What do you want your wealth to accomplish? What does your family need to know about your wishes?

2. Prepare the next generation. It’s important to ensure everyone understands what you’ve built, where important documents are kept, who your professional advisors are, and what their roles will be.

3. Ensure trusts and estates are taken care of. Depending on your family and financial circumstances, trusts and other estate-planning strategies can help determine how assets are managed and transferred.

A strong legacy isn’t just about what you leave behind, but about how you ensure those around you are well prepared to carry it forward.

Our team is here to help you understand what’s needed now to protect your family and legacy later. Let’s chat.

10/29/2026

"Shirtsleeves to shirtsleeves in three generations."

It's an old saying about family wealth. In my experience, when it comes true, the cause usually isn't bad markets or bad luck.

Roughly $1 trillion has been moving from Canadian boomers to their children over the last few years. Most families have spent time planning who gets what. Far fewer have planned for whether the next generation is ready to receive it.

In this month's post, I get into:

→ Why family wealth tends to thin out by the third generation (hint: it's rarely one big mistake)
→ The question so many parents wrestle with: should you tell your kids how much they'll inherit?
→ Why farm families face an even more urgent version of this
→ Six honest questions worth asking yourself this week

You can transfer money in an afternoon. The rest takes years.

Read the full post and subscribe to the newsletter below.

Boakes Wealth Management of RBC Dominion Securities Inc. |

10/27/2026

Retirement planning brings big questions, and for many individuals, the answers often go far beyond “How much have I saved?”

In this video, I answer five of the questions I hear most often:
1. Do I have enough to retire comfortably?
2. What’s the most tax-efficient way to draw down my accounts?
3. When should I take CPP and OAS?
4. How much can I safely spend each year?
5. How can I transfer my wealth to my heirs efficiently?

As with most things in life, the answers to retirement planning are rarely one-size-fits-all. Your retirement strategy should reflect your wealth, goals, lifestyle and the legacy you want to leave.

Looking for more in-depth answers to these questions? Skip asking AI and let’s schedule a time to chat so you can move forward with complete clarity and confidence that your retirement will look the way you envision.

10/20/2026

When you dream of your retirement, what do you see?

For me, I envision spending more time at the cottage with my family, becoming more involved in my community, connecting more deeply with my village of women, and travelling. Whether it’s my all-time favourite place to be, Madeira, or exploring new countries, I picture myself in retirement staying active and immersed in culture and community.

You might be thinking about your own retirement and wondering what it will take for you to achieve that lifestyle when the time comes.

Here’s a list of key aspects to keep in mind when planning your retirement:

1. Know your number
2. Build your income plan
3. Maximize savings
4. Plan for taxes
5. Choose the right timing
6. Plan for the unexpected:
7. Review regularly

Retirement planning may seem overwhelming, but with the right support, you can ensure you’re well prepared for life after your career.

Let’s chat so you can live out the retirement you envisioned.

10/14/2026

As summer has given way to fall and there’s a crispness in the air, it feels like the perfect time to slow down, enjoy a good cup of coffee, and have an honest conversation about future goals.

There’s no pressure or complicated agenda, just a chat to help you gain greater clarity and confidence in your financial plan.

Use the link below to book a time, and let’s make sure you’re set for the rest of this year and beyond.

https://wmc.rbcwealthmanagement.com/boakes-wealth-management

09/30/2026

How often do you stop to think about your impact?

Charitable giving is often deeply personal, reflecting the causes, communities, and values that matter most to us. But like any part of your financial plan, thoughtful giving can benefit from strategy. By understanding how charitable contributions fit into your broader goals, you can help ensure your generosity creates the greatest possible impact.

I recently read an article that explores the many benefits of charitable giving and how planning can help you give in ways that align with both your values and your financial future.

This is a great reminder that financial planning isn’t only about preparing for tomorrow. It’s also about making a difference you can be proud of today.

Read more here -

Tax deductions aren’t the primary reason most people make charitable donations, but they’re still a factor. Here’s how to be strategic with your giving.

09/23/2026

Retirement isn’t just about stopping work, but about finally having the time and the peace of mind to enjoy what you’ve built.

With more people living longer than ever, retirement could be an entire third of your life, and that time deserves to be lived well, not rushed through.

This month, we're exploring what it might mean to approach retirement differently: with less pressure and more intention for the time ahead.

Read the full article here:

Boakes Wealth Management of RBC Dominion Securities Inc. |

09/17/2026

As I reflect on the summer coming to a close and fall quickly approaching, I can’t help but think of all the places I explored this summer. And whenever I do, I’m always reminded of the most beautiful place I’ve ever travelled to. Madeira, Portugal.

If you’ve been, I’m sure you understand why this place in particular has stuck with me. Known for its breathtaking views, incredible food and the perfect place for land and water adventures, it’s hard to forget about.

What’s your top travel spot?

09/10/2026

Is your money working as hard as it could be?

Sometimes, the biggest financial opportunities come not from saving more, but from revisiting what you’ve already built and establishing a plan structured around what your life looks like now.

This month, we’re exploring strategies for optimizing your savings and why, for women, getting this right can be especially important.

Learn more here:

Boakes Wealth Management of RBC Dominion Securities Inc. |

09/08/2026

Millennial women hold an average of $4.6 million in investible assets.

But recent research by RBC states 81% of those women say their overall well-being matters more than the number in their portfolio.

Although those numbers are significant, it’s interesting to see that for many women, money is but one part of the equation of a happy, fulfilled life.

This is why, at Boakes Wealth Management, we can’t stress enough the importance of women supporting women and having honest conversations about life and all its intricacies.

Read more on the rising economic power of women and the intertwining of leading a whole, balanced life -

Millennial women hold an average of $4.6 million in investible assets, according to RBC Wealth Management’s latest research, and 81% say overall well-being matters more than the number in their portfolio. Read more from Amy Stern, Head of Transformation for Ultra-High-Net-Worth Clients, on the ris...