Alan Pieprzak, Investment Advisor of RBC Dominion Securities inc.
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Investment Advisor at RBC Dominion Securities offering Wealth Management services to individuals, families and businesses in Barrie and surrounding area.
Has your family avoided the uncomfortable topic of what happens after you’re gone? You’re not alone. But shying away from these important plans can increase the likelihood of family strife. Let me help guide you. Ask yourself these questions and let’s review them together.
At the start of each year, many of us set resolutions. Improving physical health – exercising more and eating better – is often high on the list. This year don't forget about your financial health. With tax season around the corner and a fresh year ahead, now is the time to prioritize your financial wellness too.
See below for financial to-dos that may improve your financial wellbeing. For more tips, contact me today.
Did you know that different types of investment income – like capital gains, dividends, and interest – are taxed differently when earned in a non-registered account? This tax season, learn how you can invest tax-efficiently in your non-registered accounts, while maximizing the tax advantages of your registered accounts like your RRSP and TFSA. Ask me for a copy of our special report, "Tax planning basics."
RBC Dominion Securities is proud to provide a personalized approach for sophisticated solutions to manage market volatility and build and protect your wealth. To learn more about managing stock market volatility to achieve your investment goals, contact me today.
What should you look for in a wealth management firm? Seek access to a wide range of services, along with personalized attention that considers your unique goals. RBC Wealth Management takes the time to understand your values, concerns, and aspirations to create a wealth plan that's uniquely yours. Contact us to ask about our complementary consultation service.
With steep real estate prices and high costs of living, it's harder than ever for Canadians to buy their first home. Contact me today so we can help your children get on the property ladder – without compromising your own financial future.
At RBC Wealth Management, our clients benefit from the financial strength and stability of Canada's largest financial institution. Learn how we to continue to set new standards for security and protection, leveraging our proactive risk management to keep you safe.
https://app.rbcsmb.com/a5VKJY
https://www.rbcwealthmanagement.com/en-ca/about/
When it comes to wealth planning, it's important to ensure that unknowns like new opportunities, challenges and adventures are planned for.
Learn how an integrated approach using MyGPS can revolutionize your financial journey. From investment strategies to estate planning, we'll show you hot to navigate the complex landscape of wealth management seamlessly. Don't miss out on this opportunity to optimize your financial future.
Click the link below to find out more.
Surveys show that Canadians are worried about having enough savings to retire on; while some are concerned they won't be able to retire at all. Read more about how a financial plan can help ease the transition:
https://app.rbcsmb.com/a1Ov-t
Don't let your cottage become a family battleground. Learn how to navigate emotions and prevent inheritance disputes.
Join host Leanne Kaufman and guest Justin de Varies for insights and tips to deal with properties that have emotional attachment.
Happy Father's Day to all the fatherly figures in our lives. Today we celebrate the love and invaluable wisdom you share.
Being called Dad is my favourite title of all!
RBC Dominion Securities is honoured to be ranked #1 for the 17th straight year among bank-owned wealth management firms in the 2023 Investment Executive Brokerage Report Card.
Looking to provide your clients with an exceptional wealth management experience? Get in touch and learn how our industry-leading expertise and support have made us Canada's leading wealth management firm.
https://www.investmentexecutive.com/feature/brokerage-report-card-2023/
Unlock your potential with "How to choose the right mix of investment for you" Discover personalized strategies to optimize returns and manage risks. Gain financial confidence and empower your financial journey with our expert insights.
Reach out for assistance with your investment story.
How to choose the right mix of investments for you www.rbcgam.com
The U.S. equity market is purring along, but the threat of market volatility remains. In our latest Global Insight Weekly, we look at three lingering risks investors should keep in mind.
Looking to help your children buy their first home? The tax-free First Home Savings Account (FHSA) is designed to make it easier for first-time buyers to save for a down payment. Find out how the FHSA can help your children buy their first home sooner.
Reach out to find out more.
This International Women's Day, we are proud to spotlight our incredible partners, Women's Age Lab at Women's College Hospital and Women's Brain Health Initiative, who are raising awareness of health and financial inequities faced by women and developing game-changing programs, research, and actionable advice to enhance women's wellbeing. We also celebrate Dress for Success chapters in communities across the country, who are actively helping women achieve economic independence.
Challenges for surviving family and friends of a person who dies without a will include more than just who gets the funds.
Reach out to have the proper will & estate planning in place.
[email protected]
Why you must have a Will, no matter the size of your estate www.rbcwealthmanagement.com
Whether retirement is imminent or still a few years away, there are several courses of action you can take.
Reach out with any questions - It is important to have a second opinion to make sure you are able to reach your retirement goals through investment management & financial planning.
[email protected]
Take stock of retirement strategies to ease market turmoil concerns www.rbcwealthmanagement.com
December inflation trended lower, helped by a 13% drop in gasoline prices.
-Year-over-year CPI growth slowed to 6.3% from 6.8% in November.
-Food price growth slowed and gasoline prices declined.
-Broader inflation measures still high but showing further signs of easing.
-Potentially one last 25 basis point interest rate hike from the BoC expected next week.
Inflation in Canada Slowed in December discover.rbcroyalbank.com
Learn how insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind.
Rethinking insurance in your estate planning www.rbcwealthmanagement.com
See below for some talking points if/when you get stuck at your holiday party.
Hot Topics for Your Holiday Dinner Conversations discover.rbcroyalbank.com
With Canadians living longer,* have you thought about where you'll live in your later years? A recent survey found nearly 100% of Canadians 65 years of age and older say they plan to live safely and independently in their own home for as long as possible. But nearly 30% of that same group says they don't feel prepared. Read about four things to consider when aging in place.
*Canadian Pensioners' Mortality, Canadian Institute of Actuaries (2014).
Where will you live in retirement? Four things to consider when aging in place www.rbcwealthmanagement.com
The CRA announced TFSA limits for 2023 - Inflation leads to jump in tax bracket thresholds as well.
CRA announces TFSA limit for 2023 | Advisor's Edge www.advisor.ca
Is your wealth strategy keeping up with life's changes? Whether you're thinking about business succession, are ready to downsize from the family home or want to be prepared for what's next, our team of experts can help. Learn how. https://app.rbcsmb.com/aqT09C
2022 has been a very challenging year for investors, bringing increases in interest rates, real fears of recession and destabilizing global political and supply-chain issues - all of which have affected stock and bond prices. Most global markets are firmly in bear market territory or near to it, testing investors' tolerance and perseverance.
If you are concerned that the recent market downturn might lead you to veer off of your investment plan, talk to me today. We can help you manage your emotions and stay on track to your plan, while making sure that your plan and portfolio are right for you - even through the most stressful market conditions.
Finding the boon in the bear ca.rbcwealthmanagement.com
The Ontario government is offering parents $200 or $250 per child to help offset the cost of catching up in school after two years of disrupted learning. Find out how to apply in the article below.
APPLY NOW - Ontario government to pay parents $200 per child to catch up in school ca.rbcwealthmanagement.com
The best gift you can give your adult children is to complete your estate and eldercare plan.
At RBC Dominion Securities we have plans in place - to protect what matters most, retain more of your assets and efficiently transfer your wealth - and help ease the burden on your loved ones.
Planning for your final years helps you and your children adjust with a little less guilt financialpost.com
Operating a practice through incorporation has certain benefits – like tax deferral – and drawbacks – like increased complexity. This Small Business Month, find out about the key factors to consider when deciding if incorporation is right for you.
Thinking about incorporating your professional practice? www.rbcwealthmanagement.com
Great day Friday participating in the Hockey Helps the Homeless Barrie tournament for MyoDynamic Health.
Our team was one of the top fundraising groups, raising over $16,000 benefitting Busby Centre and Redwood Park Communities Inc.
Special thanks to Dan Steffens for spearheading this initiative and getting the boys together - can't wait for next year!
Canadian business owners work hard and always keep the needs of their business top-of-mind. Asking yourself the following five questions can help you get started.
5 key questions every business owner should answer www.rbcwealthmanagement.com
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11 Victoria Street. , Suite 100
Barrie, ON
L4N6T3
Opening Hours
Monday | 8am - 8pm |
Tuesday | 8am - 8pm |
Wednesday | 8am - 8pm |
Thursday | 8am - 8pm |
Friday | 8am - 8pm |
Saturday | 8am - 8pm |
Sunday | 8am - 8pm |
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