Karim Visram Private Wealth Management Group at RBC Dominion Securities Inc

10/23/2026

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.

10/23/2026

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.

That's the human element and where I can help. I know you, your goals, your family, and the story behind the numbers.

Through RBC Family Office Services, I can introduce you to lawyers, accountants, tax specialists, and succession and philanthropic advisors and keep everyone working together as one coordinated team.

Reach out if you want to have a conversation about wealth planning.

Why human connections still matter in wealth planning.

10/18/2026

Compare fiduciary advisors and commission-based advisors, including compensation, legal obligations, conflicts of interest, and financial planning roles.

10/18/2026

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.

09/20/2026

What's expected for the Canadian economy heading into the last quarter of 2026? It’s been quite the summer with trade tensions in full swing, but Canada’s growth has also been resilient. RBC Economics tackles everything from the trade war, consumers spending through higher energy costs to growth in commodity rich provinces, and the odds of earlier rate hikes from the BoC and more in their Quarterly Canadian Outlook:

We remain cautiously optimistic the Canadian economy will improve on a per-person basis despite re-escalated trade risks and persistently high energy prices.

09/06/2026

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.

09/06/2026

Entrepreneurs may be used to uncertainty, but there are tools their advisors can use to help them navigate.

Entrepreneurs may be used to uncertainty, but there are tools their advisors can use to help them navigate

09/06/2026

Achieving a successful exit requires an understanding of how buyers evaluate businesses and proper preparation.

09/06/2026

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

09/06/2026

Happy Labour Day! Wishing our clients and colleagues a well-earned long weekend.