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.

Father playing with young son

Giving while living: How to start gifting assets during your lifetime

Jun 24, 2025 |RBC Wealth Management

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

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Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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Tengwang pavilion Asia skyline

Global Insight 2025 Midyear Outlook: Asia

Jun 18, 2025 |Jasmine Duan, Nicholas Gwee, CFA and Shawn Sim

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.

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Toronto Skyline Canada

Global Insight 2025 Midyear Outlook: Canada

Jun 18, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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Business people walking on world map

A world of opportunities?

Jun 18, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

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Advisor meeting with clients

Alternative investments are becoming more accessible to investors—here’s what to know

May 08, 2025 |RBC Wealth Management

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

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woman working

Making a side hustle worth the hustle

May 06, 2025 |RBC Wealth Management

Second jobs or personal businesses, often called side hustles, side gigs or side businesses, are a growing trend. While side gigs may be secondary to your primary employment, many factors go into making them successful.

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Child and parent with piggybank

Raising financially savvy youth

May 06, 2025 |RBC Wealth Management

Helping children grow into independent adults requires mastery of important life skills, such as cooking and time management. A vital skill often overlooked is money management.

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Bride and groom on beach

Financial tips before saying "I do"

May 06, 2025 |RBC Wealth Management

It pays to talk about money and your individual approach to finances with your partner before it can become an issue.

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Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Tuition Madness 2026 graphic


Do you have a game plan for college costs?

Check out the 2026 Tuition madness brackets, which feature the projected four-year tuition costs for each team in the NCAA® men’s and women’s basketball tournaments. Any surprises? Let’s discuss your education funding goals today.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your traditional or Roth IRA contributions. You can make your 2025 contributions until April 15, 2026, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000. You can also start your contributions for tax year 2026, where contribution limits are $7,500 if you're under 50 and $8,600 if you are age 50 or older.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2025 traditional and Roth IRA contributions before April 15, 2026.