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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 - Feb 2024The death of (traditional value)

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Shareen Luze, head of Culture and Field Experience for RBC Wealth Management U.S., believes it is crucial to foster a culture of belonging to help employees feel their best and be their best. Read more about the importance of sustaining a workplace where everyone feels they belong in Wealth Solutions Report. https://wealthsolutionsreport.com/2024/02/20/belonging-is-more-than-a-buzzword/

Want to feel more financially prepared for the future? Contact me to explore financial empowerment tools we have for all ages, including “Money matters for young professionals.” https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/wealth-insights-money-matters-for-young-professionals.pdf

Did you know there are just as many ways create social change with your dollars as there are to make change for it? Social justice investing is on the rise and RBC Wealth Management advisors can help with your responsible investing options.

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

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An evolving market landscape

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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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