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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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Today’s teens and young adults face tough financial challenges. That’s why RBC Wealth Management has partnered with EVERFI®️ and is offering FREE educational workshops tailored for students. Reach out to me for more financial education resources for your children and grandchildren.

Catch up on contributions now. If you’re 60-63 years old, you may have the option to utilize a greater catch-up contribution limit. Message me to learn how you may be able to save more for your retirement.

Having a trusted contact person is important and setting one up is easy. Message me today to add this extra layer of protection to your accounts.

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

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Financial health and wellness - a reality checkup for the new year

Want better financial health in the year ahead? Focus on these four things.

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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