Pearson Private Wealth of RBC Dominion Securities Inc.

06/10/2026

Community is oftentimes one of the most overlooked parts of financial planning, but in Ottawa, we see it every day.

We see it in people who are deeply connected to where they live, work, and build their lives. In how we all choose to support one another and the local businesses found throughout the different pockets of this city.

Financial planning conversations often focus solely on numbers. When in reality, your financial decisions don’t happen in a vacuum. They’re shaped by your community, lifestyle, and the people and places you invest your time.

The question isn’t just “are you on track financially?”

It’s also important to think about how your finances support the life you want to build.

Are you spending your money in spaces that make you feel good? Does your spending feel aligned with your values?

Where you live, and how connected you feel to it, matters more than most people realize.

At Pearson Private Wealth, we take pride in our city, its people, businesses and communities, and what it means to live in the nation's capital.

05/27/2026

As we head into summer, routines change, and so do spending habits.

More travel. More events. More “yes” to life and experience. Which is exactly what makes this the ideal time for a quick financial reset.

A few simple things to keep in mind:

1. Plan for seasonal spending: Summer often brings higher discretionary costs, including travel, patio dates, outdoor concerts and activities with friends or family. Anticipating it helps you stay in control.

2. Set a “guilt-free” spending amount: Instead of restricting, decide in advance what you’re comfortable spending, and enjoy it!

3. Don’t pause your long-term plan: It’s easy to deprioritize saving or investing during busy months.

4. Use this time to review your goals: Mid-year is a great checkpoint. Are you on track, or does anything need adjusting?

5. Be intentional with travel: Experiences are valuable, but planning can ensure it all feels aligned and doable.

For many, summer is a favourite time of the year. Let us help you strategize throughout this next season so you can enjoy it to the fullest!

05/13/2026

Meet the Team: Featuring Angie Richard, Associate at Pearson Private Wealth.

With over a decade of experience in financial services, Angie plays an integral role in supporting our day-to-day operations, helping ensure every client receives thoughtful care and services.

Her ability to stay patient, present, and solution-focused is something she attributes to being a parent, bringing a grounded, people-first approach to both our team and clients.

We asked Angie:
“With fresh eyes on the team, what stood out to you about how we operate and support our clients?”
Her response:
“What stood out immediately was how proactive and client-focused everyone is. There’s a real, genuine sense of ownership and teamwork to make sure clients feel supported every step of the way.”

At the end of the day, we’re not just planners, we’re people who genuinely care about the work we do and the clients we support.

If you’re looking to work with a team that approaches things differently, let’s connect!

05/10/2026

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

04/29/2026

What makes a city feel like home?

From the Rideau Canal to the search for real connection, This is Ottawa, a local podcast from CBC, explores the stories, places, and people that make our capital unique.

Each week, host Robyn Bresnahan asks one thoughtful question about life in our city.
➡️ What would it take to make the Canal swimmable?
➡️ Where do you go to find love when you’ve given up on apps?

Whether you’ve lived here for decades or just arrived, this podcast offers a deeper look at the city we share and the community we’re all building together.

New episodes every Monday.
Give it a listen and learn something new about Ottawa.

How are high rents impacting Ottawa businesses? What happens during an all-nighter at the Elgin Street Diner? Every week, host Robyn Bresnahan does a deep dive into a story you're curious about and the issues you want to understand in the city we call home. New episodes every Monday. Have an idea fo...

04/15/2026

In many long-term relationships, financial responsibilities naturally fall to one partner, often without a formal discussion of who owns what.

But when life changes, through divorce, separation, or the loss of a partner, unclear ownership can lead to unexpected financial and legal consequences.

Here are a few important questions worth exploring:
• Do you know what’s in your name versus jointly held?
• Are beneficiary designations and legal documents up to date?
• Do you have visibility into all accounts, insurance policies, and obligations?

Financial clarity isn’t just about control, it’s about protection, preparedness, and peace of mind.

If this is something you’ve been meaning to get around to, the Pearson Private Wealth team can help you start the conversation.

://bit.ly/4ccKlZF

Women need to feel empowered to make choices with their money and be open to discussions around wealth building, investing and planning.

04/06/2026

Wishing you and your loved ones a happy Easter from Pearson Private Wealth.

04/01/2026

What We Don’t Do and Why It Matters

We don’t rush you through meetings.
We don’t hand you a one-size-fits-all portfolio.
We don’t ignore the emotional side of financial planning.

Here’s what we do instead:
We take the time to understand your life, your goals, and what truly matters to you.
We design strategies that fit, not just on paper, but in practice.
We create space for the real conversations, the ones that go beyond numbers.

Because your financial plan should feel like it was built for you.
Because it was.

If that sounds like a better fit, let’s talk.

03/18/2026

Every great community is built on relationships and local businesses are at the heart of it.

This month, we’re spotlighting Equator Coffee at the National Art Centre, our go-to spot for morning fuel.

They’ve kept us caffeinated through busy seasons, and we’re grateful to have them just around the corner.

We believe in supporting the businesses that make our neighbourhood special.

Tag your favourite local spot below, we’re always looking for new gems to try!

03/10/2026

Proud of Tim Rae for participating in SkiFest2026, the 34th annual event brought to life by the Ottawa business community! 🎿 It's inspiring to see Ottawa united in support of Ronald McDonald Charities and making a real difference together.

Learn more about Ronald McDonald House Ottawa: https://bit.ly/4usJY4j