Gerri Sonkin, Investment Advisor of RBC Dominion Securities Inc.
My mission is to help families, individuals, businesses and organizations build lasting financial wealth.
I have developed a high expertise in helping successful individuals transition from the accumulation of wealth stage to the distribution of wealth in preparing for their retirement years. I have associated myself with the best firm in the industry, RBC Wealth Management that has all the resources, intellectual capital and services to enable me to guide my clients to the fulfillment of their financ
Have you or your family been putting off making a Will? RBC's collaboration with Epilogue Wills offers an easy Will planning process for individuals with simple estate planning needs in as little as 20 minutes.
This Leave a Legacy Month, learn how you or your loved ones can get 20% off a Will until December 31st 2024. Get started now: https://app.epiloguewills.com/get-started/?ref=rbc&reftag=social-14152223
And so as we look forward to 2024, it seems as though there's going to be a bit less fiscal support; it seems as though the consumer is maybe getting a little bit tapped out
While the end of yield curve control and return of positive interest rates may cause volatility, renewed inflation and wage growth is promising for the Japanese market
05/10/2024
Wherever you are in your business lifecycle, what's next? What's your exit strategy? What will retirement look like? It's never too early to lay the groundwork for a smooth transition. Let us help you start planning your next chapter.
Probate fees, underused housing tax and helping your child buy their first home -tips for managing real estate in your estate plan. Listen now! https://app.rbcsmb.com/admT49
In an effort to make homeownership easier for first-time home buyers, the Canadian Government recently proposed changes to the Home Buyers' Plan under the 2024 federal budget. Looking to buy your first home? Find out how these changes may impact you.
Interesting take, the key to real estate returns over time has been leverage. It's also an accident of where you live... folks in Saskatchewan have had a much less compelling real estate experience than those in BC.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
Learn practical steps to help get your estate plan in order. https://app.rbcsmb.com/ac5HiP
When was your last financial review? Learn nine key areas of focus to help you organize your financial picture.
Financial review, retirement projection, asset allocation, income splitting strategies, credit use, tax and more.
Five smart ways to maximize your refund this tax season
Taking advantage of tax credits and deductions can help students in your life stretch their funds while in school. This tax season, share this article for some of the most common tax credits, deductions and programs available to students. Contact me to learn more.
Learn about the different kinds of registered plans and the potential implications on your estate https://app.rbcsmb.com/agJFU9
When it comes to wealth planning, it's important to ensure that unknowns like new opportunities, challenges and adventures are planned for – no matter what the future may hold. RBC Wealth Management offers an integrated approach for individuals to identify, plan, and track their wealth goals — myGPS™ Learn how you can benefit from this new approach:
Did you know, as of January 1, 2024, Canadians 18+ can contribute an additional $7,000 to a TFSA and benefit from tax-free growth? This tax season, teach your loved ones about the importance of earning tax-free investment income to achieve financial goals faster. Contact me today for a copy of the TFSA quick tips factsheet.
A Registered Retirement Savings Plan (RRSP) can do more than help you save on tax. Learn how.
Learn about six areas to consider when financial planning this year.
Are you reflecting on your finances? Make sure you look at the big picture.
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