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)

George Washington statue

American economic milestones: A look back at 250 years of U.S. financial history

 Jun 08, 2026 |RBC Wealth Management

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

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Older woman cutting flowers in her garden

Reflecting on America’s 250th: What financial freedom means today and how to achieve it

 Jun 08, 2026 |RBC Wealth Management

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

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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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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.

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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.

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