Lisa McDermott, CFP, PFP

06/19/2026

06/17/2026

Most scams targeting seniors come down to the same handful of tactics dressed up in different stories. Recognizing those tactics – the urgency, secrecy, request for money or codes – is what makes them easier to refuse, whether the call comes to you or someone you care about.

Discover the top threats affecting seniors – and the red flags you need to know.

If you’re contacted, taking a moment to pause and verify – and reporting the incident if suspicious – can help protect you and others. Steps for reporting a scam: http://spr.ly/6188BD1Une

06/13/2026

Today on June 10, the Bank of Canada announced that it is holding its policy rate at 2.25%.
When the Bank of Canada holds rates steady, it means no change for now. They’re taking time to assess the economy before making their next move.
Want to know what this means for your finances? Get the full breakdown: http://spr.ly/6189B8NHyh.
Stay tuned for the next BoC update on July 15.

05/27/2026

05/26/2026

Opening night at RBC Amphitheatre is here. 🎉 If you're in the crowd tomorrow, grab your commemorative poster designed by Briony Douglas at the exit on your way out. Tomorrow only, don't miss it!

04/24/2026

Have you ever received an email claiming there’s a problem with your tax return? You might act quickly to make things right – without taking the time to verify the source of the email. That’s exactly what scammers expect.

Knowing the common tax scams to watch for can keep you one step ahead. http://spr.ly/6189B6hhqU

1) CRA impersonation scams: An urgent phone call, email or text message claiming that you owe taxes, are under investigation or qualify for a refund.

2) Phishing and smishing scams: A message urging you to click on a link to complete your return, claim your refund or provide additional documents.

3) Fake refund scams: Scammers may ask you to confirm banking information to “process” a refund.

4) Fake filing websites: Fake websites that closely resemble legitimate tax preparation platforms or government portals created to collect your data.

04/15/2026

Curious about what other investors are trading? 💡 Check out the top 10 stocks and ETFs RBC Direct Investing clients bought in March. http://spr.ly/6185B6Nw7V