Dunn Wealth Management Group of RBC Dominion Securities Inc.

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

07/11/2025

The Wealthy Barber provides tips on how to get started on your Will. https://bit.ly/4kyYGAA

06/13/2025

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

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.

05/12/2025

Have questions about death and taxes? The Wealthy Barber has some tips. https://bit.ly/44A6Cx1

03/28/2025

Is your Will reflective of your current wishes? A comprehensive wealth transfer strategy, including an up-to-date Will and powers of attorney can provide peace of mind for you and your loved ones.

Having these conversations can help your family prepare for the future, while also teaching the next generation how to manage their inheritance responsibly.

Contact me to discuss your estate plan.

03/14/2025

On this episode of Matters Beyond Wealth, host Leanne Kaufman, President and CEO of RBC Royal Trust, welcomes parenting and grandparenting expert Kathy Buckworth.

Together, they explore topics surrounding estate planning and legacy considerations for grandparents, sharing insights for navigating intergenerational family dynamics — helping you build a lasting impact for future generations.

Click the link below to listen and contact me to learn more!

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

02/28/2025

Having a Will isn't the only thing you need to help avoid family conflict. Hear more from the Wealthy Barber.

Why you should make a Will and include an up-to-date net-worth statement

02/14/2025

Here’s my advice for speaking to your kids or grandkids about investing: Open the door with a topic they’re interested in. Instead of broad conversations about portfolio management, look at what they might want to invest in from a point of view that appeals to them. In my experience, it’s topics that fall under the theme of responsible investing.

Contact me today for help getting the conversation started!