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)

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The rise of social justice investing - and how to get started

Feb 26, 2021 |RBC Wealth Management

Research shows there’s been a marked shift towards investing sustainably, rather than a focus solely on returns at all cost.

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Are you ready to be a personal trustee?

Feb 17, 2021 |Angie O'Leary

To ease the burden and legal exposure, appointing a professional trustee is worth considering, especially for individuals with larger or complex estates

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Need cash? The math behind whether you should borrow, or sell investments

Jan 21, 2021 |Matthew Franks, Head of High Net Worth Credit, RBC Wealth Management

We have a quick and easy formula to help determine if selling assets vs. borrowing works better when you need cash.

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Giving more than money: How women are changing philanthropy

Dec 17, 2020 |Angie O'Leary

By embracing ‘philanthropist’ as a key part of their identity, women can not only redefine who people see as generous but can also push the conversation about what it means to be philanthropic.

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What is ESG investing? How to get started.

Nov 30, 2020 |RBC Wealth Management

Demographic shifts and a growing desire to have a positive impact in the community will likely drive a surge in interest for responsible investing.

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Insights into responsible investing newsletter

Three key ESG investing takeaways from 2020 thus far

Nov 20, 2020 |RBC Wealth Management

Check out the latest information on responsible investing in our new Insights into responsible investing newsletter.

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Five tips to help women start their own business

Nov 17, 2020 |RBC Wealth Management

Do you dream of owning your own business, but wonder how to get started? Learn how to fine-tune your business plan, secure financing, and ways to build a prosperous future.

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Plan ahead for potential long-term care expenses

Nov 13, 2020 |RBC Wealth Management

While maintaining independence for as long as possible remains a top priority for most Americans, the majority will need some level of housing and care support as they age. The good news is, there's variety of options to meet almost every need.

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Veterans: Tactical tips for financial security in military retirement

Nov 11, 2020 |RBC Wealth Management

The pillars of financial security are just as necessary for members of the military as for civilians.

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Leaving a charitable legacy with donor advised funds

Oct 22, 2020 |RBC Wealth Management

The donor-advised fund is rising in popularity. Why? Because it’s an easy and affordable way to fund charitable giving for the future.

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