Josiah Smith, QAFP - Financial Planner, RBC

07/16/2025

No matter where you are in your U.S. homebuying journey, we’ve got you covered with our cross-border real estate events. Get instant access to our U.S. homebuying webinars exclusively for Canadians.

If you're a Canadian looking to buy property in the U.S., this timely advice series offers guidance and insights from economic, banking, tax, legal, and insurance experts who can help you live out your cross-border lifestyle.

07/10/2025

You can preserve family harmony and your wishes for your estate with careful planning and open conversations. Here are five tips to help avoid family conflict.

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07/07/2025

Navigating the great wealth transfer and its implications on philanthropy. Understanding how the next generation feels about wealth and philanthropy will be key as we see a refocus in priorities and perspectives.

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12/07/2023

Downsizing could give you extra room in your budget and more freedom, but the decision usually can’t be reversed so it’s important to think it through.

Downsizing could give you extra room in your budget and more freedom, but it's a big decision. Visit RBC for five things to think about.

11/29/2023

What is your first money memory? What are the beliefs and attitudes you picked up from that event? How do those memories affect your decisions today? Learn how our early money memories affect our financial decisions today.

Many of the financial choices we make as adults are based on the money beliefs we formed when we were children.

10/17/2023

Event #42: Leaving or just left your employer? Next Tuesday, October 24th at 12:00 PM we're discussing key financial considerations to help you make the right decision when it comes to your pension options and income needs.

Sign up for free financial literacy seminars and workshops on everything from to student budgeting to retirement planning

10/12/2023

Only have a minute? Here are the top 3 things to think about from RBC GAM's quarterly investment outlook :

10/05/2023

We all want to feel confident about our financial futures, right? We've got a simple answer to an age-old question about retirement

We've got a simple answer to this age-old question about retirement.

10/03/2023

Event #40: Join me Tuesday October 10th at 12:00 PM for an insightful discussion on the essential components of estate planning, including wills, naming of executors, powers of attorney and tax implications.

Sign up for free financial literacy seminars and workshops on everything from to student budgeting to retirement planning

09/19/2023

Event #38: Leaving or just left your employer? Next Tuesday, September 26th at 12:00 PM we're discussing key financial considerations to help you make the right decision when it comes to your pension options and income needs.

Sign up for free financial literacy seminars and workshops on everything from to student budgeting to retirement planning

09/14/2023

Every couple's dynamic and financial situation is unique. Keep these tips in mind and see what works for you.

An expert shares five approaches for taking the stress out of couples' conversations about finances, budgeting and investing.

09/12/2023

Event #37: Pros and Cons of Downsizing in Retirement - Thinking about selling your home now or when you retire? Join me next Tuesday September 19th at 12:00 PM to discuss key considerations regarding reasons to downsize, including improving lifestyle, freeing up cash, and reducing expenses.

Sign up for free financial literacy seminars and workshops on everything from to student budgeting to retirement planning