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.

Featured

Business professionals engaged in a strategy discussion around a conference table.

Retirement Plan Revolution

Thu Jul 10 13:52:00 GMT 2025 | Bruce Gelfand

This change is going to dramatically alter the way companies deal with plan responsibilities and drastically reduce the time needed to manage a successful plan.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Retirement Plan Revolution

Thu Jul 10 13:52:00 GMT 2025 | Bruce Gelfand

This change is going to dramatically alter the way companies deal with plan responsibilities and drastically reduce the time needed to manage a successful plan.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

Tue May 13 19:14:00 GMT 2025 | Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

The exit window is open

Mon Feb 10 11:00:00 GMT 2025 | Bruce Gelfand

Closely-held business owners should be thinking about this now, even if they are not ready to exit. Planning is crucial to get maximum value at the right moment when the window is open. And that planning has to take place across multiple fronts...

Read more
Senior father adult son talking in living room

A new era of wealth transfer: Five key takeaways for securing your family legacy

 Jun 11, 2025 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

Read more
Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

 Jun 09, 2025 |RBC Wealth Management

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

Read more
Woman looking at documents

Business exit planning: Overcoming emotional and financial roadblocks

 Jun 09, 2025 |Rick Sweeney

What keeps business owners from preparing to let go of their businesses?

Read more
Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

 Jun 06, 2025 |RBC Wealth Management

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

Read more
notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

 May 31, 2025 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

Read more
College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

 May 27, 2025 |RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more
Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

 May 14, 2025 |RBC Wealth Management

Protecting the future of a loved one with a disability helps to make sure their needs are met, no matter what happens down the road.

Read more
Business professionals engaged in a strategy discussion around a conference table.

Better Hiring for Better Business Value

 May 13, 2025 |Bruce Gelfand

Your journey starts with two values; how much do I need to live the life I want and is my business worth enough after tax to meet the first value. We at RBC can help with both, but if the answer is no you’ve got work to do.

Read more
Women looking at art in a museum

Investing in art: What to know about turning a passion into a purposeful wealth strategy

 May 08, 2025 |RBC Wealth Management

Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

Read more
Two graduates embracing

Managing multiples: College financing strategies for more than one child

 May 08, 2025 |RBC Wealth Management

If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.

Read more
Previous
Next

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Archives

Categories