Wade Stolz BBA, CFP - RBC Dominion Securities

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Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations. ...
02/06/2026

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations. Read more about how integrating real estate into a broader financial plan can help support long-term wealth goals.

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations.

I recently joined Cheryl Soleway as a guest on the Rocking the Ages Podcast for a discussion on The Financial Side of Ag...
29/05/2026

I recently joined Cheryl Soleway as a guest on the Rocking the Ages Podcast for a discussion on The Financial Side of Aging Well.

We explored:
• Building a winning investment strategy
• Keys to staying calm during market uncertainty
• Coaching kids healthy financial habits early
• Defending against costly financial mistakes
• Strategies to create financial confidence

Cheryl has a great way of making important conversations relatable and meaningful, and I truly appreciated being part of the show.

If you’re interested in building a healthier relationship with money, I think you’ll find value in the episode.

🎙️ Watch here: https://bit.ly/4vCXqlZ

If you enjoy it, I’d appreciate you sharing the episode or subscribing to support Cheryl and the podcast.

Planning ahead helps increase the chances of a successful transition – whether you plan on selling the business to a thi...
29/05/2026

Planning ahead helps increase the chances of a successful transition – whether you plan on selling the business to a third party, transferring it to family members, or structuring a management buyout. We're here to help you protect everything you've built. Get in touch today to start planning your next chapter.

Giving back can take many forms – sometimes it looks like pulling weeds. This May, team RBC had the opportunity to help ...
28/05/2026

Giving back can take many forms – sometimes it looks like pulling weeds.

This May, team RBC had the opportunity to help tidy-up the beautiful, award-winning gardens at Hospice House Kelowna, alongside the dedicated staff and volunteers of the Central Okanagan Hospice Association (COHA).

COHA plays an integral role in our community, providing compassionate hospice palliative care to individuals and families facing life’s most difficult moments. Their programs – offered at no cost – include companionship, grief support, respite for caregivers, and more.

We were humbled to contribute, even in a small way, to a place that brings peace and comfort to so many.

If you’re interested in supporting their mission whether by donating, volunteering, or simply spreading the word visit: https://bit.ly/4vdjALd

Hundertmark, Warren, Gidda, Frei, Monahan, Denman, Campbell, Campbell, Sochanski, Andruschak, Johnstone, Stolz, , , ,

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more ...
10/05/2026

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?And here's something to ...
30/04/2026

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.

17/04/2026

Imagine a Canada where living to 100—and thriving while you do it—isn't rare, it's normal. Super-aging shouldn't be a privilege. It should be our shared goal. Canada's groundbreaking research is mapping the way forward, and the findings might change how you think about your own future. https://bit.ly/4ctWQii

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’...
11/03/2026

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’s also a skill you can strengthen at any age.

Learn how better balance is possible in Can the 10-Second Balance Test Predict Your Lifespan? from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/3N1134t

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

Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an acti...
11/02/2026

Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an activity you enjoy and get moving.

Every workout you do is an investment in your future self.

Start today, stay consistent, and watch your body and mind thank you for years to come. Read Workout Results: 12 Ways Exercise Benefits Your Body from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/3O6ziHT

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

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research ...
14/01/2026

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research shows that reducing daily calories by up to 25 percent may slow some age-related changes and decrease inflammation, a key contributor to aging.

Learn how calorie-conscious eating can help protect your body, your brain and your longevity in How Calorie Reduction Can Slow Aging from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/3Z9pbUO

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

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1631 Dickson Avenue Suite 1400 Landmark Square 6, Kelowna BC

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