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.

Wealth planning (10)

family with kids resting on yacht adventure travel

Luxury travel trends and tips for high-net-worth families

Jul 04, 2019 |RBC Wealth Management

Experiential travel is a growing trend for high-net-worth families. Learn how to create a financial plan that meets your family’s needs.

Read more

multi generational family at dinner

What does retirement look like in a modern world?

Jun 04, 2019 |RBC Wealth Management

Changing demographics and social norms are calling for a refreshed approach when it comes to retirement and wealth planning.

Read more

happy mature couple dancing at home in retirement

Where will you live in retirement? Your lifestyle needs will affect the housing you’ll need

Apr 18, 2019 |RBC Wealth Management

Whether you hope to travel, move closer to family or settle in a milder climate, planning ahead can help put you on a path to a prosperous retirement.

Read more

couple meeting with advisor signing documents

What the new tax law means for Roth accounts

Apr 13, 2019 |RBC Wealth Management

Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.

Read more

man and woman hugging with key to her new home in her hand

How to gift your house to your children during your lifetime

Apr 11, 2019 |RBC Wealth Management

While most parents want to be generous with their adult children, decisions related to transferring property can be complex.

Read more

man reading phishing email on laptop

Filing your taxes: Protect yourself from fraud during tax season

Apr 04, 2019 |RBC Wealth Management

Taxpayers saw a 60 percent spike in email phishing scams last year. Know how to protect yourself and your wealth.

Read more

storm waves crashing into seawall in front of houses

Climate change is reshaping the investment landscape

Apr 02, 2019 |Frédérique Carrier

Investors should be proactive and think about how to adapt their portfolios to the climate change challenge … and opportunity.

Read more

row of townhomes for lease in rental property market

How to invest in real estate: Seven things to consider for U.S. rental property

Mar 19, 2019 |RBC Wealth Management

While a real estate investment may offer solid, long-term returns, there may be many unforeseen expenses that could outweigh the benefits.

Read more

close up of senior male hands writing document

It’s time to rewrite your retirement expectations

Feb 26, 2019 |RBC Wealth Management

How confident are you that you're truly prepared for what retirement may throw your way? Eighty-four percent of respondents who have a plan are confident about their retirement.

Read more

man examining papers with magnifying glass for financial fraud

Why fighting financial fraud isn’t just business for me, it’s personal

Feb 22, 2019 |Michael Armstrong

Financial advisors can hold a special place in a family’s life. They're also in a unique position to identify a cause for concern.

Read more

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields