RBC Dominion Securities Inc. - Kelowna, Penticton, Smithers & Nelson

RBC Dominion Securities Inc. - Kelowna, Penticton, Smithers & Nelson Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from RBC Dominion Securities Inc. - Kelowna, Penticton, Smithers & Nelson, Finance, 1400-1631 Dickson Avenue, Kelowna, BC.

08/11/2025

RBC Wealth Management partners with world-class institutions for insights to support the full spectrum of aging well. Learn more here: https://bit.ly/45zBxIL.

08/08/2025

The Wealthy Barber provides tips on how to choose the right executor for you. https://bit.ly/4m4Ozop

06/15/2025

Did you know, the financial abuse of seniors is sadly often perpetrated by family members or close acquaintances? See below for some protections to think about and contact me to learn more about preventing it.

06/13/2025

The Wealthy Barber explains how powers of attorney can help you and your family. https://bit.ly/43IJawP

As life expectancy rises, so does the need for caregiver support. Today we’re recognizing the strength of those who give...
06/11/2025

As life expectancy rises, so does the need for caregiver support. Today we’re recognizing the strength of those who give their time, energy, and hearts to care for others. In Canada, 75% of care is provided by unpaid family, friends, and neighbours – a reality that can place a significant emotional and financial toll on caregivers.

At RBC Wealth Management, we’re dedicated to promoting healthy aging and financial well-being at every stage of life. As part of this commitment, we're proud partner with Baycrest to help expand access to the Canadian Caregiver Assessment and Resource Tool (C-CART) – a digital platform that connects caregivers with personalized resources and support.

With RBC’s support, C-CART is becoming even more accessible to Canadians who need it most through a free new mobile app.

Because at RBC, we believe no caregiver should have to navigate this journey alone.

Download the C-CART app below.
Apple: https://apple.co/3HPL5qC
Android: https://bit.ly/4jLMETV

Canadians have enjoyed longer life expectancy in recent years thanks to medical advancement and a greater focus on healt...
05/30/2025

Canadians have enjoyed longer life expectancy in recent years thanks to medical advancement and a greater focus on healthy living. But with this “longevity boom” comes new challenges, with longer lifespans putting pressure on financial systems and economies, as well as reshaping personal wealth strategies.

So, what does longevity mean when it comes to saving, spending, and passing down your wealth? Contact me to learn more.

Leanne Kaufman, President and CEO of RBC Royal Trust, is the featured guest in this episode of Women’s Age Lab Talks. T...
05/20/2025

Leanne Kaufman, President and CEO of RBC Royal Trust, is the featured guest in this episode of Women’s Age Lab Talks. This first session of the impactful series will explore how gendered ageism – discrimination based on age and gender – can affect women’s health, finances, and overall well-being, coupled with practical insights and strategies to combat these.

Register today to get access to previous sessions and get notified of future sessions: https://bit.ly/44NkbJA

Presented in partnership with RBC Wealth Management.

Did you know today’s national ‘Talk with our kids about money day’? While you might know that teaching your kids basic m...
05/14/2025

Did you know today’s national ‘Talk with our kids about money day’? While you might know that teaching your kids basic money skills is an important step to building their financial confidence, you may not know that this conversation doesn’t need to be complicated.

Talking to your kids about money isn’t hard if you know the secret – keep things simple and talk about what matters do them. It’s all about open communication. Today’s the day to start talking!

RBC Wealth Management is proud to partner with Women’s Age Lab to bring you the Women’s Age Lab Talks webinar series.In ...
04/24/2025

RBC Wealth Management is proud to partner with Women’s Age Lab to bring you the Women’s Age Lab Talks webinar series.

In this first episode, host Dr. Paula Rochon, Founding Director of Women’s Age Lab is joined by special guest Leanne Kaufman, President and CEO RBC Royal Trust, and together they explore gendered ageism.

Learn about the unique ways gendered ageism can affect women’s health and wealth and what can be done to combat this bias.

Register to watch this session now and receive notification when future sessions are released! https://bit.ly/4jm3dGt

Later in life, the age at which you receive certain government benefits has an impact on the amount you receive. Here ar...
04/23/2025

Later in life, the age at which you receive certain government benefits has an impact on the amount you receive. Here are strategies you can use to maximize those benefits. Contact me to learn more.

Address

1400-1631 Dickson Avenue
Kelowna, BC
V1Y0B5

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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