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 (10)

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 |RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

May 14, 2025 |RBC Wealth Management

Protecting the future of a loved one with a disability helps to make sure their needs are met, no matter what happens down the road.

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Man looking at investments on computer monitors

Responsible investing trends to watch in 2025

May 13, 2025 |RBC Wealth Management

Explore responsible investing trends to watch for in 2025, growing physical climate risks, as well as an update on EVs and their environmental sustainability.

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Women looking at art in a museum

Investing in art: What to know about turning a passion into a purposeful wealth strategy

May 08, 2025 |RBC Wealth Management

Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

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Two graduates embracing

Managing multiples: College financing strategies for more than one child

May 08, 2025 |RBC Wealth Management

If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.

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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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Daughter and father reviewing finances

A new era of wealth transfer

May 06, 2025 |RBC Wealth Management

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

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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

RBC Wealth Management Tuition madness 2025

Are you planning ahead for the win?

Check out the 2025 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.