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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The cost of caregiving falls disproportionately on women

Nov 23, 2021 |RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

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Leaving a charitable legacy with donor advised funds

Nov 10, 2021 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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How climate change could impact your retirement plans

Oct 28, 2021 |RBC Wealth Management

Today, with wildfires, severe drought and hurricanes increasing in frequency, some are choosing to live out retirement closer to home saving the cash they would have otherwise spent for other wishes and wants.

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The gray divorce: Financial considerations for older Americans

Oct 28, 2021 |Angie O'Leary

Decades of building wealth and raising a family make it more challenging to divide assets in a mutually agreed upon and equitable manner.

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Retirement planning for Millennials

Oct 18, 2021 |RBC Wealth Management

Did you know this about money management? It’s important to start retirement planning early.

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ESG investing can help bridge the generation gap during wealth transfer

Oct 06, 2021 |RBC Wealth Management

ESG can essentially be used as a launchpad for discussing how family wealth can have real impact on the pressing global issues of our time.

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Have you considered annuities for your retirement plan?

Oct 06, 2021 |RBC Wealth Management

As a part of your overall plan, annuities can play an important role in helping you accomplish your financial goals and plan for a secure retirement.

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How to protect yourself from digital deception

Oct 06, 2021 |RBC Wealth Management

Our top tips for protecting your wealth from digital deception.

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The future of proxy voting and oil

Sep 14, 2021 |RBC Wealth Management

Learn about the latest happenings in the responsible investing world, in our newest issue of Insights into Responsible Investing newsletter.

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How to talk to your parents about their estate plan

Sep 13, 2021 |RBC Wealth Management

By understanding what your parents value most, you will be better equipped to use any potential inheritance in a way that would fulfill their wishes.

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