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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College funding: It’s a family affair

Sep 01, 2021 |RBC Wealth Management

What decisions come into play when choosing a college or university? Unfortunately for many families, cost is the deciding factor—not strength of program.

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Four ways to use life insurance in your wealth planning

Aug 19, 2021 |RBC Wealth Management

Insurance planning should be an important topic during ordinary times as well as extraordinary. Here’s how to effectively utilize life insurance in your wealth planning.

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

Jul 30, 2021 |Frédérique Carrier

Did you know this about money management? Current retirees have travel goals, but younger generations are setting investing goals for experiencing new things.

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Five steps for raising financially confident girls

Jul 28, 2021 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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Will vs. a trust: Which one is right for you?

Jul 22, 2021 |RBC Wealth Management

We discuss ways in which a trust could be supplemental to your will in your estate planning.

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What is impact investing?

Jul 15, 2021 |RBC Wealth Management

Tips for aligning your investment dollars with the values that matter to you most.

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Wedding finances: How to pay for your child’s big day

Jun 21, 2021 |RBC Wealth Management

Did you know this about money management? Average wedding costs dropped in 2020 due to the pandemic, but they're expected to rise again.

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Same-sex marriage: Why financial planning is a must for couples

Jun 18, 2021 |RBC Wealth Management

Did you know this about money management? Retirement planning is important for everyone.

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How to protect your business from ransomware attacks

Jun 16, 2021 |RBC Wealth Management

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 14, 2021 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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