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We help navigate the complexities of managing wealth at every life stage.

10/28/2026

Some of the most important conversations about money are had around the kitchen table.

I've been privledged to already have had the discussion with my kids but I know Tim, who's kids are still young, is looking forward to the money conversations he'll have as they grow.

If you’re wondering how to approach these discussions with your own children, I would suggest starting with the basics and making the conversation about money a natural one.

Here are some simple lessons you can start with:

1. Money should be looked at a tool to help build your life with intention, not the only measure of success.

2. Understanding the difference between wanting something and valuing it. How do they decide what’s worth spending their money on?

3. The importance of saving, instead of spending whatever you make.

If you’re looking for greater clarity in your financial planning so you can pass down financial knowledge with confidence, let’s chat. Our team is here to help answer any questions you may have.

10/21/2026

October is Cybersecurity Awareness Month, and it's a good time to think about how we can help protect our loved ones from online scams.

Adam Evans, Chief Information Security Officer for RBC, shares a few practical steps in this short video:

• Review the services and social platforms your family members use and make sure their security settings are locked down.
• If something seems off, walk through the situation with them and help them recognize the warning signs of a scam.
• Encourage them to pause and call a trusted family member to validate the situation before taking any action.

A quick conversation today can help protect your loved ones from fraudsters. I encourage you to watch the video and share it with someone who might benefit.

10/14/2026

For business owners, it’s important that year-end planning starts before December.

As we enter the final few months of 2026, October is an important time to take a closer look at your overall financial picture, especially if that includes a business.

By reviewing now, you give yourself more opportunities to make strategic decisions about tax planning, cash flow, investments, and compensation.

Here’s a quick checklist to make sure you’re on the right path:
1. Review your corporate income and expenses for the year, if you haven’t done so already. Are there opportunities to make strategic purchases or investments before year-end?

2. Ensure your compensation strategy is still aligned with your personal financial goals.

3. Double-check that you’re making the most of available tax-planning opportunities.

At Pearson Private Wealth, we understand that business and personal financial lives are closely connected and ensure our clients feel supported in both.

To learn more about optimizing your year-end strategies, let’s schedule a time to talk.

10/01/2026

Some things are meant to get better with time, and last night proved it.

Thank you to everyone who joined us at The Grand Pizzeria & Bar in Westboro for A Life Well-Aged, an evening on longevity, purpose, and living fully.

A heartfelt thank you to our guests, Jennifer Moir (Founder & CEO, Age Well Solutions) and Nora Spinks (Founder & CEO, Work-Life Harmony Enterprises), for such a generous and thought-provoking conversation. From the shift from retirement planning to longevity planning, to what brain-health research says we can genuinely influence, to giving ourselves permission to spend what we spent decades saving, you gave us a lot to think about.

Our biggest takeaway: our lifespan, healthspan, and wealthspan are bound together, and none of them simply happens to us.

So the question of the evening stays with us: are you ready?

09/30/2026

A quick spotlight on something already on our website that's easy to miss.

Tucked into our site is a small library of free resources we regularly share with clients, an easy download and read:

A Family Wealth Guide — ten strategies to build and protect what you've built
An Estate Planning Guide — how planning today shapes what you pass on
A Retirement Checklist — for making the most of the years you worked toward
2026 Financial Planning Facts — contribution limits, deadlines, and tax figures, all in one place

Alongside them, our Pearson Perspectives section has plain-language reads on the questions we hear most — choosing an executor, paying less tax in retirement, TFSA vs. RRSP vs. FHSA, and more.

It's the kind of thing that's easy to mean to read "later." A few minutes now is worth it.
Have a look: wmc.rbcwealthmanagement.com/pearson-private-wealth

09/17/2026

Planning for a longer life is about more than financial foresight. It’s about health, wellness, and the support systems that let us and our loved ones live with dignity and peace of mind. Dementia is one of the realities many Canadian families will face, and having a plan, both care-wise and financially, can help you prepare for how that chapter unfolds.

In this recent episode of The Hart of It All, host Teri Hart speaks with Dr. Saskia Sivananthan, CEO of the Brainwell Institute, about the Ontario Dementia Task Force and its mission to transform dementia care across the province. They discuss why families need clear guidance, assessments, and support long before caregiver burnout or crisis sets in, and they challenge the misconceptions that still surround dementia today.

I encourage you to give this episode a listen.

Apple: https://apple.co/4izi7vK

Spotify: https://bit.ly/4iziczy

09/11/2026

Shanah Tovah to all who are celebrating. Your idea of new beginnings happens here.

09/07/2026

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.

09/02/2026

Here are a few of the spots our team keeps going back to around Ottawa.

Ember, in the Market, fire-cooked shared plates and a great room for a proper night out. The kind of place you linger.

Umbrella Bar, right on the water at Dow's Lake. Hard to beat a patio, a burger, and that view on a warm afternoon.

Fratelli, cozy, charming, and exactly the Italian comfort food you want on a slower evening.

Tavern on the Hill, our pick with the kids. Outdoor seating, the back of Parliament and the river right there, and hotdogs the little ones will happily negotiate their whole afternoon around.

Good food, good people, a little time to slow down, turns out that's a plan worth making too

What did we miss? Tell us where we should be eating.

09/02/2026

Managing wealth in retirement isn’t just a financial plan, it’s a life plan. Build for the life you want to live. Learn more here: https://bit.ly/4zQpa9h

Address

45 O'Connor Street, Suite 900 Ottawa Main
Ottawa, ON
K1P1A4

Telephone

+16135662229

Website

http://www.pearsonprivatewealth.com/

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