Vincenzo Marozzi, Investment & Wealth Advisor of RBC Dominion Securities

06/18/2026

Receiving an inheritance can feel straightforward at first. Then the questions start to surface.

What should be done with it?
How should it be structured?
How does it fit into everything else already in place?

There isn’t always a clear path forward, even when the opportunity is significant. Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn’t one, and think through how each choice fits into the bigger picture.

06/17/2026

Graduating college is a major milestone, but it’s just the beginning.

This is the season of new jobs, new cities, and big decisions. It’s exciting, overwhelming, and full of opportunity.

We’ve seen firsthand how the right financial choices in your 20s can help create flexibility for decades to come.

If you know a recent grad, consider sharing this with them.

06/15/2026

Technology continues to evolve. Tools improve, information becomes more accessible, and decisions can be modeled faster than ever. What hasn’t changed is the need for perspective.

Financial decisions are rarely isolated. They’re shaped by changing priorities, evolving goals, and moments where the right path isn’t always clear. That’s where our role remains steady.

Helping you think through decisions as they’re happening, understand how each piece fits together, and navigate how things tend to unfold over time.

06/13/2026

As your income rises, your financial life rarely becomes simpler. This is where financial advice becomes less about information and more about structure.

At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

06/12/2026

There’s a difference between having a plan and having support behind it. We often see situations where everything looks right on paper, but the pieces don’t fully connect.

Priorities shift, decisions overlap, and it becomes harder to see how it all fits
together.

That’s where having the right team matters. Not just to provide answers, but to help think things through, connect the moving parts, and bring a level of clarity that can be hard to create on your own.

06/11/2026

People are shifting how they think about retirement. For some, it’s starting a small business they never had time for.

For others, it’s picking up creative work, traveling more intentionally, or simply having the flexibility to spend time where it matters most.

It doesn’t look the same for everyone. What’s consistent is the desire to stay engaged, to keep growing, and to use time more intentionally than before.

What are you looking forward to? How do you see yourself spending your time?

06/10/2026

Feeling unsure about what an executor actually does?

Join us for a clear, plain‑English webinar: The roles and responsibilities of an executor

Date:
Wednesday, June 24, 2026
Time: 12:00 p.m. – 1:00 p.m.
Format: Live webinar (no cost)

What we’ll cover:

➡️ What an executor is responsible for—from locating the Will to final distributions
➡️ How to inventory assets, handle debts and taxes, and work with the courts
➡️Common mistakes (and how to avoid them)
➡️When to bring in professionals (attorney, accountant, advisor)
➡️Simple ways to stay organized

Who should attend:

☑️ Anyone named (or likely to be named) as an executor
☑️Adult children helping parents organize their affairs
☑️Individuals updating an estate plan and choosing an executor

Register by June 23, 2026: Link below:

https://rbcteams.webex.com/weblink/register/rb04302dac1071f44dcf7e1f781fd8cc1

Hosted by:

Vincenzo Marozzi, CFP, PFP — Investment and Wealth Advisor, RBC Dominion Securities

With guest speakers:

Joeline Orora, B.Comm., TEP — Senior Trust Advisor, RBC Wealth Management Royal Trust

Preksha Lukkhoo — Lawyer, BARR LLP

Please share this with friends, family, or your chosen executor if they’d benefit. See you there!

Investment & Wealth Advisor Empowering Professionals to Build Wealth with Tax-Efficient Financial Plans

06/09/2026

Major life changes don’t just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren’t always obvious in the moment. That’s why these moments are worth talking through.

Not after the fact, but as they’re happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

06/08/2026

Most financial habits aren’t built intentionally. They’re built gradually, as income grows and life gets busier.

Spending adjusts. Priorities shift. Decisions get made without much time to think them through.

At first, it doesn’t feel like it matters.

But over time, those patterns tend to stick. What starts small tends to carry forward.

06/06/2026

During a divorce, there is a lot happening at once. Emotions are high, timelines feel tight, and decisions often need to be made faster than anyone would prefer.

In those moments, it can be difficult to step back and fully think through the long-term
impact of each choice.

That is where an outside perspective becomes valuable. Someone who can slow the process down, bring clarity to what matters, and help ensure decisions are made with a clear view of what comes next.