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.

Graduate after graduation

College funding: It's a family affair

 May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

 Apr 24, 2025 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

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couple meeting with financial advisor

Wealth planning considerations to help protect your portfolio from market turbulence

 Apr 17, 2025 |RBC Wealth Management

How investors react during periods of decline is critical to their long-term success.

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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.

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Older woman working on a tablet

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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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

 Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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