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.

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Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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See how life insurance fits into your wealth planning and it may cost less than you anticipate. Let’s discuss plan options, or evaluate your current coverage, to help protect your assets and your loved ones.

If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan. The annual deadline is December 31.

You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention. Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level

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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How BRICS sees the world

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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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