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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Wealth planning (9)

Multigeneration Family

How to talk to your adult children about money - without the stress

May 29, 2026 |Sam Mordecai

Rather than an all-or-nothing approach, parents can build financial conversations with their adult children gradually, starting with broad values and evolving into specifics, fostering independence and strong financial habits rather than entitlement.

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Family playing soccer

What happens to your family financially if both parents pass away unexpectedly?

May 29, 2026 |Sam Mordecai

Without a documented estate plan, the unexpected death of both parents can leave your family facing frozen accounts, lengthy legal proceedings, unintended asset distribution, and a judge—rather than you—deciding who raises your children.

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Charts with tablet

You’re contributing to your 401(k) and getting your employer match. Now what?

May 29, 2026 |Sam Mordecai

If you're already getting your employer match on your 401(k) contributions, the next step often involves deploying additional savings across IRAs, taxable brokerage accounts, education savings plans, and other vehicles aligned with your goals.

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Daughter helping elderly father on the computer

How to help a senior family member who's been a target of financial fraud

May 28, 2026 |RBC Wealth Management

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

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notebook with bucket list and cup of coffee

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

May 25, 2026 |Frédérique Carrier

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

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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.

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Checking balance on phone and computer

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.

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Group of young people leaning a against a yellow wall smiling

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.

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Advisor talking with his client

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.

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