Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

young multiethnic couple examining home finances

Learning from the FIRE movement and retirement planning

Dec 23, 2019 |RBC Wealth Management

What is the FIRE movement, and how can it help prepare you for financial independence and a happy retirement?

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Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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Five strategies for taking your required minimum distributions

Dec 10, 2019 |RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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Family wealth: How to engage the next generation

Nov 19, 2019 |RBC Wealth Management

Taking the time to prepare the next generation can help ensure they have a concrete understanding of the values underpinning your family wealth goals.

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How to pay for long-term care in a health crisis

Nov 15, 2019 |RBC Wealth Management

It may be essential to plan for unexpected health crisis's in order to protect the assets of parents and their adult children.

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Wealth transfer: Are your heirs ready?

Nov 08, 2019 |Leanne Kaufman

Most parents know the conversation about wealth transfer needs to happen: The question is when to start and what should be discussed.

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The shifting landscape of global wealth

Oct 08, 2019 |The Economist Intelligence Unit

Future-proofing prosperity in a time of upheaval.

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Why a power of attorney should be part of your retirement plans

Sep 25, 2019 |RBC Wealth Management

A power of attorney designation can give you peace of mind that your interests will be protected if something unexpected happens.

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Wealth planning tips for second marriages

Jul 30, 2019 |RBC Wealth Management

Discussing financial issues can be challenging in any relationship. Full disclosure before marriage can help both partners better plan for their future together.

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multi generational family at dinner

What does retirement look like in a modern world?

Jun 04, 2019 |RBC Wealth Management

Changing demographics and social norms are calling for a refreshed approach when it comes to retirement and wealth planning.

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