Daniel Henry - Insights

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 (9)

Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 30, 2026 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

Simplify your financial view—totally

Apr 29, 2026 |RBC Wealth Management

See a more clear and complete picture of your financial health with RBC Total Wealth.

New Investors’ Nook: Equities as a strategy for younger investors

Apr 29, 2026 |RBC Wealth Management

In your 20s, 30s and 40s, time is your greatest investment advantage. Growth-oriented options like equities (or stocks) help you build wealth over the long term.

The case for fixed income diversification

Apr 29, 2026 |RBC Wealth Management

Fixed income securities may offer the portfolio diversification and risk mitigation you seek, especially if you’re navigating retirement or wealth preservation.

Older parents talking with their daughter about finances

Honor your legacy with strategic estate planning services

Apr 29, 2026 |RBC Wealth Management

The transition from winter to spring and summer mirrors the evolution of wealth and legacy creation.

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Apr 10, 2026 |Angie O'Leary, Head of Wealth Strategies and Solutions

Don’t wait another year to focus on your long-term wealth goals.

What you can do to mitigate tax surprises every year

Mar 30, 2026 |RBC Wealth Management

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

How to talk to your parents about their estate plan

Mar 25, 2026 |RBC Wealth Management

Conversations about values and wishes for their estate are as important as the planning itself.

College funding: It’s a family affair

Mar 13, 2026 |RBC Wealth Management

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

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