Grey Wealth Partners of RBC Dominion Securities Inc.

10/09/2026

Come read our team's latest newsletter - Grey Wealth Partners Oct 9/26

https://bit.ly/4ibmpbP

10/08/2026

Happy Thanksgiving from RBC Wealth Management and Grey Wealth Partners.
Wishing you and your loved ones a warm holiday filled with gratitude and good company.

10/06/2026

JOIN US FOR A LUNCHTIME WEBINAR
Preparing your home for fall
Wednesday, October 14, 2026

Register Here:
https://bit.ly/4rOxwe2

As we head into the fall season, join us for this informative session on preparing your home for the months ahead. Whether you're planning maintenance, budgeting for home improvements, or looking to get ahead of spring projects, we've got practical insights to help.

Topics to be covered include:

Maintenance recommendations for a successful winter
The impact of tariffs on Canadian home improvement projects
Five things you can do now to ensure an easy thaw come spring

Our guest speaker, Steven Knight from Get Mosaic, will share practical tips for seasonal home preparation and discuss how current tariffs are impacting home upkeep and renovation costs. This is a great opportunity to learn how to protect your home and budget wisely for the season ahead.

Hosted by:

Grey Wealth Partners of
RBC Dominion Securities

10/02/2026

Money, Mindset & Momentum: Empowering Women to Take Charge of Their Financial Futures

What a remarkable evening! Grey Wealth Partners, in conjunction with Fidelity Investments, hosted an inspiring Women and Wealth seminar last night—and we're still energized by the conversations and connections made.

Our guest speaker, Lana Angerman, Portfolio Strategist at Fidelity Investments Canada, delivered an engaging presentation exploring the unique financial planning considerations women face today. From longer lifespans and evolving healthcare needs to multi-generational responsibilities, the discussion highlighted why tailored financial strategies matter.

As women continue to take hold of a growing share of wealth, our mission is clear: empower them to make sound financial decisions with confidence. By providing the resources and information needed to build financial resilience, we're helping women plan for the futures they deserve.

Special thanks to all our attendees for their thoughtful participation and collaboration, and to Brew and Bloom South for providing the perfect space for an evening of learning, connection, and celebrating the power of women in finance.

Here's to building wealth with purpose. 🙌

09/24/2026

Great energy at our event this week! ✨

We hosted an insightful discussion with partners on tax-efficient wealth management—exploring after-tax returns, tax-aware portfolio construction, and the importance of viewing wealth on a net basis.

A huge thank you to Robert Wilson and the PICTON Investments team for sharing their expertise and helping drive meaningful conversation.

Key takeaways from the evening:

🎯 Tax efficiency matters – Especially for business owners, high-income professionals, retirees, and clients with significant non-registered portfolios. A net-based approach to wealth can make a real difference.

🤝 Partnership creates value – When we combine our respective expertise, we deliver more comprehensive solutions for clients.

💡 The opportunity – If you're interested in exploring how tax-aware portfolio construction could benefit your clients, let's connect.

Looking forward to more conversations like this one. If you'd like to learn more or join us at a future event, reach out!

09/22/2026

We're saying goodbye shortly (for now!) to , who's making a move to Regina with her family.
Over the past year, Lorelie has been an invaluable member of our team—bringing incredible work ethic, a positive attitude, and genuine collaborative spirit to everything she does. She's been a pleasure to work with, and her contributions to our DS initiatives have made a real impact.
While we'll definitely miss her here, we're thrilled for this next chapter as she joins the DS team in Regina and explores Saskatchewan with her husband and kids. We have a feeling karaoke nights in Regina just got a whole lot better! 🎤
Lorelie, you've been a fantastic team player and we hope this is just a "see you later" rather than goodbye. Wishing you and your family all the best in your new adventure with DS Regina. We'd love to see you back with us down the road!

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/4y4tjW2

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

09/16/2026

What's expected for the Canadian economy heading into the last quarter of 2026? It’s been quite the summer with trade tensions in full swing, but Canada’s growth has also been resilient. RBC Economics tackles everything from the trade war, consumers spending through higher energy costs to growth in commodity rich provinces, and the odds of earlier rate hikes from the BoC and more in their Quarterly Canadian Outlook:

We remain cautiously optimistic the Canadian economy will improve on a per-person basis despite re-escalated trade risks and persistently high energy prices.

09/11/2026

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

09/11/2026

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