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.

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

family with kids resting on yacht adventure travel

Luxury travel trends and tips for high-net-worth families

Jul 24, 2025 |RBC Wealth Management

Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.

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Parents talking to child

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Jul 21, 2025 |RBC Wealth Management

Family discussions should start early to successfully pass down both wealth and values.

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