Tettmar Private Wealth Management of RBC Dominion Securities Inc.

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Managing wealth is rarely about a single answer, and that’s why human connections still matter in wealth planning.A tax ...
10/22/2026

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.

Why human connections still matter in wealth planning.

10/13/2026

Phishing emails are designed to create urgency and pressure you into acting fast. In this short video, Adam Evans, Chief Information Security Officer for RBC, shares a simple way to evaluate an email before you respond: check who sent it, look at what they're asking for, and watch for a sense of urgency. If you weren't expecting it and it includes a link or attachment you can't verify, the safest move is to close and delete it.

Happy Thanksgiving!! Wishing you and your loved ones a warm holiday filled with gratitude and good company.
10/08/2026

Happy Thanksgiving!! Wishing you and your loved ones a warm holiday filled with gratitude and good company.

Learn how setting up a family trust with professional guidance helps you navigate complex family dynamics and protect yo...
09/10/2026

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

Financial planning has become increasingly complex as many Canadians prepare for retirements that could last nearly as l...
08/13/2026

Financial planning has become increasingly complex as many Canadians prepare for retirements that could last nearly as long as their careers

The financial side of caregiving is something many families aren't prepared for, but they should be. Which is why it’s a...
06/11/2026

The financial side of caregiving is something many families aren't prepared for, but they should be. Which is why it’s a topic that’s become much more common in our planning conversations.

Rob Carrick, former personal finance columnist for the Globe and Mail, joined Teri Hart on The Hart of It All — presented by RBC Wealth Management — for a candid conversation around the financial realities of aging in place, what care costs can mean for inheritance expectations, and why it’s important to have these conversations early.

If you have aging parents or are planning for your own care years ahead, this is worth a listen.

Apple: https://apple.co/4v7ybID

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

Planning ahead helps increase the chances of a successful transition – whether you plan on selling the business to a thi...
06/04/2026

Planning ahead helps increase the chances of a successful transition – whether you plan on selling the business to a third party, transferring it to family members, or structuring a management buyout. We're here to help you protect everything you've built.

05/14/2026

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.

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on ...
05/01/2026

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.

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?And here's something to ...
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.

Address

Suite 300, 4900 50th Street
Red Deer, AB
T4N1X7

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