Kristin Petlak, Investment & Wealth Advisor of RBC Dominion Securities Inc.

05/26/2026

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.

05/21/2026

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.

04/30/2026

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?

And here's something to think about: your kids' TFSA room is building right now too. From the moment they turn 18, contribution room starts accumulating, whether they open an account or not.

Reach out if you’d like to explore what this means for your financial plan and your family.

02/11/2026

How much do you need to retire? The million-dollar myth is out. Instead, focus on your individual needs to determine your savings goal. The post How Much Do You Really Need to Retire Comfortably in Canada? Debunking the Million Dollar Myth appeared first on RBC Royal Bank.

Planning your retirement? Turns out you can live like a millionaire without saving a million dollars.

02/03/2026

Asking yourself these three questions about your goals, tax considerations and contribution room can help you make the right decision. The post TFSA or RRSP: Which Canadian Investment Account is Right for You? appeared first on RBC Royal Bank.

If you find yourself wondering whether you should choose a TFSA or RRSP, ask yourself these three questions.

01/29/2026

In the year ahead, will stock markets post more new highs? Will the U.S. economy avoid recession? How does AI fit into the picture? Our Global Insight 2026 Outlook delves into these questions and more to help inform your strategic investment decisions.

Reach out and I’d be happy to share and discuss our outlook for 2026 and beyond. You can also explore more about our market expectations here: https://bit.ly/3M6H6bI

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?

11/15/2025

TFSA, FHSA, RRSP: Do your kids and grandkids know what these acronyms stand for—and, more importantly, how they can contribute to building wealth?

Teach the loved ones in your life about the ABCs of investment accounts and contact me to learn more about our financial literacy resources.

11/13/2025

Learning about investing can be overwhelming at any age—but the earlier we start to understand, the better. This Financial Literacy Month, encourage your kids and grandkids to expand their investing knowledge and help them build confidence on their own financial journey. Use the four questions below to start the conversation. Learn more here: https://bit.ly/3JxPzDR, and reach out to me to find out about our financial literacy resources.

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11/10/2025

At RBC Wealth Management we know that the transition to retirement can bring significant changes to your daily routines, social connections, and personal identity. A holistic approach to retirement planning, one that goes beyond just finances, can help you navigate this next chapter with confidence.

Here are five ways to take your retirement for a test drive and discover what your ideal future might look like. Contact me to help you start planning your next chapter. Learn more in this article: https://bit.ly/4nQWplD