Derek Michnik, Investment & Wealth Advisor of RBC Dominion Securities Inc.

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10/30/2026

Settling an estate comes with a lot of unfamiliar terms and “probate” is one that often trips people up.

What exactly is it? And why do third parties (like banks and insurance companies) ask for it before releasing assets to an executor?

In this clip, Leanne Kaufman and The Wealthy Barber explain why understanding probate can help make navigating an estate a little clearer.

Watch the full episode here: https://bit.ly/4sDPIru

Learn how to build credit as a student in Canada, from your first credit card to paying bills on time, plus how to check...
10/22/2026

Learn how to build credit as a student in Canada, from your first credit card to paying bills on time, plus how to check your credit score for free. The post Credit Ghosts: A Student’s Guide to Building Credit from Scratch appeared first on RBC Royal Bank.

Learn how to build credit as a student in Canada, from your first credit card to paying bills on time, plus how to check your credit score for free.

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.

On October 1, we take a moment to recognize and celebrate the older adults who have shaped our families, workplaces and ...
10/01/2026

On October 1, we take a moment to recognize and celebrate the older adults who have shaped our families, workplaces and communities.

I have the privilege of sitting across from people at every stage of their financial journey — and some of the most meaningful conversations I have are with those planning for, or already enjoying, the retirement they spent decades working toward.

A few things I'm reminded of on a day like today:

It's never too early, or too late, to plan. Whether you're a decade from retirement or already in it, a clear plan brings confidence.

Wealth is about more than numbers. It's about legacy, independence, and the peace of mind to spend time on what matters most.

The best plans are personal. They reflect your values, your family, and the life you want to live.

To the seniors in our lives — parents, grandparents, mentors, friends — thank you. And to those caring for and supporting older loved ones, you are so appreciated.

Saving for your child's education? Thoughtful education planning goes beyond simply setting money aside in an RESP - it'...
09/24/2026

Saving for your child's education? Thoughtful education planning goes beyond simply setting money aside in an RESP - it's about optimizing contributions, grants, and growth to maximize opportunities. Questions? Send them our way.

If you don’t have an up-to-date Will, which of these common reasons do you relate to? “I don’t know where to start.”“I d...
09/17/2026

If you don’t have an up-to-date Will, which of these common reasons do you relate to?

“I don’t know where to start.”
“I don’t have the time.”
“It’s too much effort.”

If any of these apply, contact me. After all, your Will might just be the most important legacy you leave. Why wait?

09/10/2026

Being a business owner in Canada can be a rewarding but complex undertaking. Tune in to learn about the 5 important questions business owners should ask themselves, as well as how to plan for your exit strategy and retirement: https://bit.ly/4h0RiOH.

08/27/2026

Worrying about elder caring while also managing finances can be stressful. Start the discussion before there's a crisis. Contact me to learn more.

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

08/06/2026

Wealth management firms can do more than manage money. We help weave the health of aging Canadians into wealth planning. Questions? Contact me today.

Address

Suite 300, 4900 50 Street
Red Deer, AB
T4N1X7

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