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.

Hands using a calculator doing an audit

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.

Read more

Ships

Iran war: De-escalating or escalating?

Mar 27, 2026 |Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

Read more

Adult daughter talking to senior mother

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.

Read more

Younger business women walking together and laughing

Women, wealth and legacy: Three generations are redefining financial success

Mar 24, 2026 |RBC Wealth Management

Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.

Read more

Alphabet

Central bank alphabet soup

Mar 20, 2026 |Thomas Garretson, CFA

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

Read more

Graduate with diploma hugging parents

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.

Read more

Parent showing their daughter a large leaf

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

Mar 04, 2026 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

Read more

Parent showing daughter a large leaf

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Mar 04, 2026 |RBC Wealth Management

Family discussions should start early to successfully pass down both wealth and values.

Read more

Crude oil tanker traveling over open ocean

A renewed Middle East conflict

Mar 03, 2026 |The Global Portfolio Advisory Committee

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more