Your source for valuable insights

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.

Why the U.S. and Canada can weather the economic shock from the Russia-Ukraine conflict

Mar 31, 2022 |Kelly Bogdanova

Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?

Read more


G is for governance: ESG’s under-the-radar component

Mar 31, 2022 |RBC Wealth Management

Even though corporate governance may not be as much of a headline-grabbing subject, it can still be just as critical to successful ESG investing.

Read more

What could shape portfolio performance over the next year?

Mar 24, 2022 |Joseph Wu, CFA

As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.

Read more


Helping women on the path to recovery

Mar 23, 2022 |RBC Wealth Management

Angie O’Leary volunteers for recovery center that serves more than 700 women and 350 children each year.

Read more

Couple meeting with advisor to sign documents

How Roth accounts can be used as a tool for retirement and legacy planning

Mar 23, 2022 |RBC Wealth Management

Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.

Read more

Audio commentary: Fed rate hikes have arrived - what are the implications?

Mar 21, 2022 |Atul Bhatia, CFA & Kelly Bogdanova

Atul and Kelly discuss the health of the economy and the potential impact a rising rate environment might have on investors’ portfolios.

Read more


Health and well-being funds can help ESG investors align portfolios with wellness values

Mar 21, 2022 |RBC Wealth Management

Increasing attention to employee needs, as well as investors’ understanding of how psychologically healthy employees contribute to the bottom line, health and well-being funds have grown in popularity.

Read more

The Fed’s rate hike announcement goes above and beyond

Mar 17, 2022 |Thomas Garretson, CFA

Although some economic projections were expected, there were some surprises. We explain what impact a new rate trajectory could have on the economy.

Read more

Russia-Ukraine conflict leaves us more cautious towards European equities

Mar 17, 2022 |Frédérique Carrier

The conflict will dent global economic growth, and Europe is more vulnerable than most. We prefer to reduce risk and downgrade our European equity outlook.

Read more

Woman reviewing financial documents

Four strategies to combat financial uncertainty in a turbulent market

Mar 16, 2022 |Angie O'Leary

Having a wealth plan and making sure you’ve reviewed it with your advisor in the context of the world today is vital.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields