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

08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

08/10/2026

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

08/07/2026

When you work with a financial advisor, understanding what you’re getting for your fees is important.

Can you answer these three questions?

1) Do you know exactly what you're paying for investment guidance?
2) Are the services you're receiving truly worth those fees?
3) Do you feel confident you’re on track to reach your financial goals?

If even one of those gave you pause, you're not alone. Investors at every stage deserve clarity, not just on what you pay, but on the full scope of support behind every decision. That means estate-planning access, tax-strategy guidance, and advice that's genuinely aligned with where you're headed.

I'm offering a complimentary second opinion on your portfolio — no pressure, no obligation. Just a fresh set of eyes from someone who believes your idea of confident, transparent wealth management starts with the right conversation.

Reach out and let’s talk.

07/29/2026

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

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/4fOkFEj

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.

04/06/2026

Did you know, investors who stay invested through volatile markets tend to perform better over the long term than those who bail out? To learn more about managing stock market volatility to achieve your investment goals, I can help. Contact me today.

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.