Kerry Bishop, Investment Advisor of RBC Dominion Securities Inc.

09/08/2026

Changing jobs? ...Don’t overlook your pension.

If you're required to move your pension due to a recent employment change, this decision could have a lasting impact on your financial future.

📌 Should you transfer it?
📌 Take a lump sum?
📌 Leave it where it is?

These aren’t one-size-fits-all answers. That’s where I come in.

I help professionals evaluate their pension options and create retirement strategies that align with their goals, timelines, and risk tolerance.

This transition is more than just paperwork—it’s a powerful opportunity to take control of your financial future.

📩 Reach out today for a personalized consultation. Let’s make this move a strategic one.

09/07/2026

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

09/03/2026

What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. After decades of helping Canadians plan for the future, he's entering retirement himself.

In a recent episode of The Hart of It All, he talks with Teri Hart about what those years really require. He shares his family's experience navigating his 93-year-old father's dementia and long-term care, and why so many Canadians assume the government will fully cover future care costs.

The conversation reinforces something I discuss with clients often: longevity planning matters. A longer life means planning for the longer run, with a focus on financial, physical, cognitive, and social wellness, along with honest family conversations before a crisis forces rushed decisions.

Listen here:

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

Spotify: https://bit.ly/3SKxG9m

09/02/2026

Why many business owners don’t get full value for their business when it’s time to sell:

❌ Forced to sell unexpectedly
A sudden illness, tragedy, or unforeseen event can leave owners scrambling — with little leverage or preparation.

❌ Slowing down too soon
Easing off in the final years before retirement often leads to declining revenues — and a lower valuation.

❌ Not understanding how businesses are valued
Without knowing the drivers of value — or how to improve them — owners miss opportunities to enhance their sale price.

❌ Starting succession planning too late
The longer you wait, the fewer options you have. And rushed decisions rarely yield optimal results.
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Don’t let these common missteps cost you what you’ve worked so hard to build.
With proactive planning, you can protect your business, your wealth, and your legacy.

📞 Let’s connect — we want to talk about your financial future.

09/01/2026

Ever stuck with a bad investment just because you’ve already put so much into it?

That’s the sunk cost fallacy—a common cognitive bias where we continue down the wrong path simply because we’ve already committed time, money, or effort.

It’s human nature.

But when it comes to investing, this mindset can seriously hurt your long-term returns.

📉 DIY investors often fall into this trap—holding on to underperforming assets, reluctant to pivot, hoping to justify past decisions.

The truth?
Staying the course just because you’ve already started isn’t a strategy.

If this sounds familiar, it may be time for professional, research-driven, and objective guidance.

📩 Reach out if you'd like to talk about building a plan that works—without the emotional baggage.

08/29/2026

Traditionally, financial planning has focused on one core question: Do you have enough money to retire? Today, that question is just the starting point as planning evolves to incorporate physical, social and cognitive wellness. It’s about thriving across every dimension of life.

This recent episode of the Mel Robbins Podcast speaks beautifully to the topic of longevity and how to think about aging, retirement and your future. And bonus? It features Dr. Joe Coughlin of MIT AgeLab, who is always an engaging listen.

Check it out – and reach out if it sparks any thoughts about your own planning needs.

Mel sits down with Dr. Joseph Coughlin, founding director of the MIT AgeLab, for a research-backed wake-up call that will change your life.

08/27/2026

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.

08/26/2026

Want to be a successful investor?

Start by embracing this simple truth:
📉 Discipline beats excitement.
It’s not flashy.
It’s not sexy.
But it works.
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We live in a world chasing instant gratification —
But long-term investing rewards those who can delay it.
💡 Boring doesn’t mean bad.
In fact, boring often builds the biggest wealth.
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📊 The best portfolios aren’t built on hype.
They’re built on strategies aligned with your goals — not your emotions.
Because…
The stock market is a tool that transfers wealth from the impatient to the patient.
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🚫 Don’t invest based on what feels exciting in the moment.
✅ Invest based on where you want to go.
Your future deserves more than guesswork.

Don’t just hope for the best. Plan for it.

08/25/2026

Would you take a chance with your retirement?

It’s tempting to cut corners—especially when DIY solutions promise to save time and money. But when it comes to your financial future, the cost of getting it wrong can be far greater.

As the saying goes:
👉 “If you think it’s expensive to hire a professional, wait until you hire an amateur.”

The truth is, your wealth deserves more than guesswork.

And your retirement plan? It only works if it’s a strategy built around your needs. Not a cookie cutter solution.

If you're ready for clarity, confidence, and a customized strategy, let's talk.

📩 Send a message—I’d be happy to show you how professional wealth management can make all the difference.

08/20/2026

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/4qvJCbt