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.

Woman business owner preparing shipments

Three steps business owners can take to protect their assets

May 30, 2024 |RBC Wealth Management

Owning a business can put not only your company's finances at risk, but your personal finances as well.

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College aged woman studying on floor with computer.

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

May 28, 2024 |RBC Wealth Management

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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Disclosures

Jason Larner, NMLS # 1763290 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.