Kathy Findlay Wealth Strategies Group at RBC Dominion Securities Inc.

Kathy Findlay Wealth Strategies Group at RBC Dominion Securities Inc. At Kathy Findlay Wealth Strategies we firmly believe that as your life and your financial journey evolve, your wealth plan should be evolving as well.

Please message me to find out how I can support you in reaching your financial goals.

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and le...
08/27/2026

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/4xYcxYe

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen bot...
08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it'...
08/10/2026

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognit...
08/07/2026

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.

Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4fWrHFN

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential c...
08/03/2026

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/3Rtu4bj

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatar...
07/29/2026

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who...
07/22/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/3Rpl1YO

In addition to having a plan, communicating your intentions ahead of time can help ensure there are no surprises.
07/15/2026

In addition to having a plan, communicating your intentions ahead of time can help ensure there are no surprises.

You might be missing valuable tax credits, deductions, and filing opportunities. Here are nine ways to maximize your tax...
07/03/2026

You might be missing valuable tax credits, deductions, and filing opportunities. Here are nine ways to maximize your tax savings.

Achieving a successful exit requires an understanding of how buyers evaluate businesses and proper preparation.
06/30/2026

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

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Vancouver, BC
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