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.

Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

Jun 09, 2025 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

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Woman looking at documents

Business exit planning: Overcoming emotional and financial roadblocks

Jun 09, 2025 |Rick Sweeney

What keeps business owners from preparing to let go of their businesses?

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Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Jun 06, 2025 |RBC Wealth Management

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

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notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

May 31, 2025 |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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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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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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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.