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.

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Transform behavioral finance insights into a competitive advantage for your business

Jan 23, 2025 |RBC Wealth Management

Understanding behavioral finance may be a strategy to help advance your business goals in our evolving financial landscape. Read more in this Investor’s Edge.

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New Investors’ Nook: Who’s your trusted contact person?

Jan 23, 2025 |RBC Wealth Management

Do you have a trusted contact person on file with your financial advisor? Establishing and setting one up is quick and easy. Read the current Investor’s Edge newsletter.

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Financial health and wellness - a reality checkup for the new year

Jan 10, 2025 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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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.