Wendy Heffernan, Financial Planner - RBC Financial Planning

Wendy Heffernan, Financial Planner - RBC Financial Planning

Royal Bank of Canada, Royal Mutual Funds Inc. As a financial planner, I enjoy hearing about what matters most to you and developing a plan to get you there!

Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan to achieve your goals!

08/09/2024

Did you know public wifi isn’t secure? Keep your personal information safe! Update your cyber skills today rbc.com/cyber

08/08/2024

Has investing ever felt too intimidating? Portfolio solutions are managed by a team of investment professionals so that you don't have to make all the decisions. Learn more:

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RESP Withdrawals: 6 Things to Consider 08/06/2024

There are a few dos and don’ts to consider when putting Registered Education Savings Plan funds to use.

RESP Withdrawals: 6 Things to Consider There are a few dos and don'ts to consider when putting Registered Education Savings Plan funds to use.

08/03/2024

As Team Canada’s longest standing corporate sponsor, RBC is proud to cheer on our as they compete in Paris. In the Ontario North and East Region, we’re especially proud of Lois Betteridge who is proudly representing Team Canada in Canoe and Kayak Slalom.

08/02/2024

Did you know your social media accounts are a great place for scammers to gather information on you? When using social media, ask yourself am I comfortable with my privacy settings? If not change them. Update your cyber skills today rbc.com/cyber

How Can I Save Enough to Comfortably Retire? 08/01/2024

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

How Can I Save Enough to Comfortably Retire? We've got a simple answer to this age-old question about retirement.

Investing 101 02/08/2023

In Investing 101, we explain the fundamentals of investing, and afterwards, if you’re looking for advice tailored to your unique goals, I can help. \

Investing 101 What is investing? How do the markets and the economy affect investors?

Getting More from Your RRSP and TFSA 02/06/2023

Understanding the rules and opportunities available for your RRSP and TFSA can help you grow your money faster. Learn More.

Getting More from Your RRSP and TFSA Understanding the rules and opportunities available for your RRSP and TFSA can help you grow your money faster. An RBC Financial Planner can walk you through the strategies you may want to consider.

Benefits of investing regularly and dollar cost averaging 02/02/2023

Find out how dollar cost averaging can help you take control, even during uncertain times. Learn More.

Benefits of investing regularly and dollar cost averaging ​The benefits of investing regularly

Where Are You at with Your Retirement? 01/31/2023

It’s never too early – or too late- to plan for your retirement. Speak to an RBC Planner to learn how.

Where Are You at with Your Retirement? Whether you’re working and need a better savings strategy or you’re retired and want to fine-tune an existing plan, take a step in the right direction today. Visit RBC to start exploring.

Five principles of successful investing 01/27/2023

If investing seems daunting, watch our Masterclass Minutes to learn the five basic principles to investing.

Five principles of successful investing Five basic principles on how to invest and avoid costly mistakes. Learn more.

What every woman needs to know about investing 01/25/2023

Are you a woman looking to invest? Here are three things you should know. Learn More.

What every woman needs to know about investing Women are natural investors – even if many don’t realize it

How to talk to your kids about investing 01/23/2023

Empowering your kids with financial literacy at an early age helps set a strong foundation for learning and investing in the future. Learn More.

How to talk to your kids about investing Empower your kids with basic investment knowledge

01/19/2023

Working with a RBC Financial Planner can help you grow your wealth and save more for your long-term goals.

What a financial advisor can do for you A financial advisor can help you build a financial plan and keep you on track

01/17/2023

When it comes to estimating your retirement income, think of all the sources of income available to you.

www.rbcroyalbank.com

Investor perspectives on biodiversity and COP15 01/13/2023

This article from the RBC GAM CGRI team looks at what investors could expect from COP15, and why biodiversity matters:

Investor perspectives on biodiversity and COP15 Preparing for the “Paris moment for nature”

RBC Training Ground | Welcome 01/11/2023

You could be Canada's next Olympian, you just don't know it yet! RBC is proud to announce the return of RBC Training Ground with its continued mission to discover Canada's athletic talent - look for an event near you and sign up for free today!

RBC Training Ground | Welcome RBC Training Ground is a talent identification and athlete funding program designed to find young athletes with Olympic potential.

Insights into the 2022 proxy voting season 07/05/2022

What ESG issues are top of mind for investors and shareholders going into the upcoming proxy voting season? Find out in RBC GAM's latest responsible investment insight:

Insights into the 2022 proxy voting season 2022 updates to our Proxy Voting Guidelines

Made-in-Canada dividends: the opportunity for income investors 07/01/2022

What are the benefits of investing in Canadian dividend stocks during periods of high inflation? They can offer strong valuations, higher dividend yields, and more. Read now:

Made-in-Canada dividends: the opportunity for income investors The many ways dividends can benefit your portfolio

06/29/2022

What is the likelihood that central banks will achieve a ‘soft landing’ outcome? What will future interest rate hikes mean for investors? This dives into these questions and more. Listen now:

What does the Fed’s rate hike mean for markets? What does the Fed’s rate hike mean for markets?

How to make the most of your tax refund 06/27/2022

Is a tax refund in your future? If so, we've got some savvy tips for what you could do with it.

How to make the most of your tax refund

06/23/2022

Find out how an ongoing approach to financial learning can help you and your family, from early saving to preserving assets to fund your retirement.

www.rbcroyalbank.com

What goes into building net-zero portfolios for investors? 06/21/2022

Interest in companies geared towards achieving net-zero emissions is growing among investors. RBC GAM shares some ideas about the different net-zero strategies you can incorporate into your portfolio:

What goes into building net-zero portfolios for investors? What goes into building net-zero portfolios for investors?

Finding confidence in the current environment 06/17/2022

What can investors do to navigate the current ongoing market volatility and rising interest rates? RBC GAM's Sarah Riopelle shares how diversification can help:

Finding confidence in the current environment From the desk of Sarah Riopelle

Global equity update – May 2022 06/15/2022

What macroeconomic pressures are impacting stock markets? In his latest update, RBC GAM's Jeremy Richardson shares some insights on this month’s volatility:

Global equity update – May 2022 Global equity update – May 2022

06/15/2022

This Pride Month, we join the LGBTQ + community and allies to show our . Stand Together. Celebrate Together. Pride Together! Learn more about our commitment to at rbc.com/diversity

05/30/2022

In this , Chief Economist Eric Lascelles discusses the Fed’s latest interest rate hike, the elevated risk of recession, and explores labour market trends in the U.S. and Canada. Listen:

Economic update: Fed rate raise, mixed jobs data, recession risk mounts Economic update: Fed rate raise, mixed jobs data, recession risk mounts

Revisiting the 10 basic truths about investing 05/27/2022

RBC GAM's Sarah Riopelle revisits her list of investing truths and introduces some new ones for investors to keep in mind amid ongoing uncertainty. Read more:

Revisiting the 10 basic truths about investing Revisiting the 10 basic truths about investing

05/25/2022

The bucket portfolio approach provides a different way of thinking about creating a sustainable retirement income. Use this worksheet to help you with your planning.

Bucket tool

05/23/2022

Is a Tax-Free Savings Account (TFSA) always tax-free? There are instances when income earned in a TFSA may be subject to income tax.

www.rbcroyalbank.com

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Did you know public wifi isn’t secure? Keep your personal information safe! Update your cyber skills today rbc.com/cyber
Did you know your social media accounts are a great place for scammers to gather information on you? When using social m...
This Pride Month, we join the LGBTQ + community and allies to show our #RBCPride365. Stand Together. Celebrate Together....

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Peterborough, ON
K9J1Z5

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