Theresa Connors-Chan, Investment Advisor of RBC Dominion Securities Inc.

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Theresa Connors-Chan, Investment Advisor of RBC Dominion Securities Inc. As an Investment Advisor and Financial Planner for more than 25 years I focus on a holistic approach

China’s AI models now rival leading U.S. alternatives yet face mounting semiconductor constraints. We examine the latest...
10/22/2026

China’s AI models now rival leading U.S. alternatives yet face mounting semiconductor constraints. We examine the latest developments in Chinese AI and explore what these advances mean for the competitive landscape ahead.

Global bond yields have hit fresh multi-decade highs, but is this a warning sign or a healthy market recalibration? We e...
10/08/2026

Global bond yields have hit fresh multi-decade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

Managing wealth is rarely about a single answer, and that’s why human connections still matter in wealth planning.A tax ...
10/08/2026

Managing wealth is rarely about a single answer, and that’s why human connections still matter in wealth planning.

A tax move today can change retirement income years from now. A succession strategy can ripple into estate planning or family dynamics. Look at one decision in isolation and you might solve the immediate problem while creating a new one down the line.

That's the human element and where I can help. I know you, your goals, your family, and the story behind the numbers.

Through RBC Family Office Services, I can introduce you to lawyers, accountants, tax specialists, and succession and philanthropic advisors and keep everyone working together as one coordinated team.

Reach out if you want to have a conversation about wealth planning.

Why human connections still matter in wealth planning.

Happy Thanksgiving from RBC Wealth Management. Wishing you and your loved ones a warm holiday filled with gratitude and ...
10/08/2026

Happy Thanksgiving from RBC Wealth Management. Wishing you and your loved ones a warm holiday filled with gratitude and good company.

What's expected for the Canadian economy heading into the last quarter of 2026? It’s been quite the summer with trade te...
09/17/2026

What's expected for the Canadian economy heading into the last quarter of 2026? It’s been quite the summer with trade tensions in full swing, but Canada’s growth has also been resilient. RBC Economics tackles everything from the trade war, consumers spending through higher energy costs to growth in commodity rich provinces, and the odds of earlier rate hikes from the BoC and more in their Quarterly Canadian Outlook:

We remain cautiously optimistic the Canadian economy will improve on a per-person basis despite re-escalated trade risks and persistently high energy prices.

09/13/2026

With so much noise in the headlines – CUSMA, Iran, the U.S. midterms – it's easy to lose sight of the bigger picture. Chief Investment Strategist Tasneem Azim-Khan breaks down what these forces can mean for investors and why a disciplined, long-term approach matters more than ever. Watch the full breakdown here: https://bit.ly/4yuTe96

Learn how setting up a family trust with professional guidance helps you navigate complex family dynamics and protect yo...
09/12/2026

Learn how setting up a family trust with professional guidance helps you navigate complex family dynamics and protect your assets.

Tariffs, retaliation and shifting supply chains—what the latest moves mean for growth, jobs and prices on both sides of ...
09/11/2026

Tariffs, retaliation and shifting supply chains—what the latest moves mean for growth, jobs and prices on both sides of the border.

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve...
09/10/2026

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

Maximize after-tax proceeds when selling your business through deal structuring, proactive tax and liquidity planning, a...
08/20/2026

Maximize after-tax proceeds when selling your business through deal structuring, proactive tax and liquidity planning, and ...

Maximize after-tax proceeds when selling your business through deal structuring, proactive tax and liquidity planning, and the right advisory team.

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17 King Street E. 3rd Floor
Oshawa, ON
L1H1A8

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