Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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Realtors are nervous: ‘It could be the worst thing ever’ | CNN Business

Some experts predict that the new rules regarding commission could slash the cost of buying and selling houses, but would also have a negative impact on realtors.

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The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

Extreme Weather: Understand the Ripple Effects on Your Insurance

Feel more at ease when planning protection for your property and your loved ones in an unstable climate. Read about insurance strategies here: https://www.usi.com/executive-insights/executive-series-articles/featured/personal-risk/q1-2024/extreme-weather-understand-the-ripple-effects-on-your-insurance/

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Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide