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.

Wealth planning (10)

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Tips for snowbirds heading south for the winter

Feb 20, 2020 |RBC Wealth Management

Being a snowbird can have a positive impact on your quality of life, but there are numerous social, medical and financial implications to consider.

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Why we’re all in on responsible investing for 2020

Feb 19, 2020 |Michael Armstrong

For many, responsible investing is about aligning investments with values.

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How to protect your aging parents from financial missteps

Feb 14, 2020 |RBC Wealth Management

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

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Projecting the real cost of health care in retirement

Feb 14, 2020 |RBC Wealth Management

With seniors more active than ever – and with lifespans steadily increasing – maintaining good health as you age is a top priority. Yet, as the cost of care continues to rise, growing expenses may be a significant risk to other retirement goals.

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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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