Dunn Wealth Management Group of RBC Dominion Securities Inc.

Dunn Wealth Management Group of RBC Dominion Securities Inc. Trusted and knowledgeable experts in all things financial. Making the complex simple.

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatar...
07/29/2026

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who...
07/22/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4pwSqNT

If you don’t have an up-to-date Will, which of these common reasons do you relate to? “I don’t know where to start.”“I d...
11/17/2025

If you don’t have an up-to-date Will, which of these common reasons do you relate to?

“I don’t know where to start.”
“I don’t have the time.”
“It’s too much effort.”

If any of these apply, contact me. After all, your Will might just be the most important legacy you leave. Why wait?

10/28/2025

Estate planning isn’t one-size-fits-all. A living trust can provide flexibility, control, and peace of mind for those with estates of all sizes. Contact me to learn more about the benefits of inter vivos trusts.

08/08/2025

The Wealthy Barber provides tips on how to choose the right executor for you. https://bit.ly/47l0r16

06/13/2025

The Wealthy Barber explains how powers of attorney can help you and your family. https://bit.ly/4mZFmib

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.

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101-8411 200 Street
Langley, BC
V2Y0E7

Telephone

+16048818515

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