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.

A young adult and middle aged person drinking coffee outdoors

Mapping out your retirement income

 Feb 25, 2025 |RBC Wealth Management

How do you picture retirement? Prepare for retirement and prioritize your goals.

Read more
Man working on laptop

Eight common crypto scams and how to spot them

 Feb 25, 2025 |RBC Wealth Management

Investing in cryptocurrency carries considerable risk and is a ripe environment for scammers.

Read more
Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

 Feb 15, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

Read more
Business man looking at documents

Unlocking your company’s worth: A guide to valuation for business owners

 Feb 07, 2025 |RBC Wealth Management

A valuation can help you improve operations today, as well as help you prepare for a future sale.

Read more
Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

 Feb 03, 2025 |RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

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.

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.

Categories

Archives