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.
Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan
Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.
We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.
Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.
Insights into giving and inheriting wealth across generations.
Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.
What keeps business owners from preparing to let go of their businesses?
The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
