Zaks Private Wealth of RBC Dominion Securities Inc.

06/01/2026

Behind on retirement savings? Assess your retirement readiness and learn how to catch up with proven strategies designed for Canadians.

05/25/2026

In Canada, a consumer proposal is a government-regulated debt solution that lets you repay a portion of what you owe over time. Learn how it works, who qualifies, costs and how it compares to bankruptcy. The post What’s a Consumer Proposal in Canada? How it Works, Costs and Eligibility appeared first on RBC Royal Bank.

In Canada, a consumer proposal is a government-regulated debt solution that lets you repay a portion of what you owe over time. Learn how it works, who qualifies, costs and how it compares to bankruptcy. 

05/19/2026

Recovery scams promise to help people reclaim their losses from fraud – but often lead to even more financial loss. Discover how these schemes operate, what to watch for and how to protect yourself from becoming a repeat target.

Recovery scams promise to help people reclaim their losses from fraud – but often lead to even more financial loss. Discover how to protect yourself from becoming a repeat target.

05/11/2026

You're successful in business, but will you succeed in succession? The key to passing on your business is to start planning early – even before you decide on a retirement date. Watch the video for some important tips and contact me to get started.

05/04/2026

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on what your goals are right now, you can also consider saving all or a portion for your financial future.

A few ideas:
- Pay down non-deductible debt: Reduce outstanding non-deductible debt that’s subject to a high interest rate like credit cards or personal loans.
- Education savings: Contributing to a RESP now means you're investing in your children's or grandchildren's future.
- Protect what matters: Update your Will or make sure your insurance coverage still fits your life today.

There's no one-size-fits-all answer. If you want to talk through how to prioritize your refund to align with your goals, you can reach out to me.

04/27/2026

As a business owner, your company isn't just a source of income—it's the culmination of years of hard work, vision, and sacrifice. Yet many entrepreneurs overlook a critical step: comprehensive wealth planning.

Whether it's succession planning, tax optimization, or risk management, protecting your life's work requires a strategic approach. The decisions you make today directly impact your financial security and your family's future.

Wealth planning is about ensuring you work because you want to, not because you have to. Plan your exit before you need it, and diversify before the risk shows up.

04/20/2026

Did you know that emotional investing drives financial markets as much as other market fundamentals? It’s important to main perspective and focus on the long term. To learn more about managing stock market volatility to achieve your investment goals, please contact me today.

04/15/2026

Market fluctuations are a reality of investing, making discipline and perspective key to maintaining confidence through all types of market conditions. To learn more about managing stock market volatility to achieve your investment goals, contact me today.

04/10/2026

Did you know that caregiving touches the lives of one in four Canadians?

While caregivers show up with dedication and love, the role often comes at a real cost to careers, finances, and well-being—and the impact falls disproportionately on women.

Whether you're a caregiver yourself, supporting someone who is, or simply want to better understand this challenge facing so many Canadians, you can register here: https://bit.ly/4bZmxby

04/06/2026

Wishing you and your loved ones a happy Easter from RBC Wealth Management.