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 (9)

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 09, 2026 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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The re-imagined bucket list: How to finance your dreams

Jun 09, 2026 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

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American economic milestones: A look back at 250 years of U.S. financial history

Jun 08, 2026 |RBC Wealth Management

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

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Older woman cutting flowers in her garden

Reflecting on America’s 250th: What financial freedom means today and how to achieve it

Jun 08, 2026 |RBC Wealth Management

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

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How to help a senior family member who's been a target of financial fraud

May 28, 2026 |RBC Wealth Management

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

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Think you're too late for a 529 plan? Think again

May 26, 2026 |RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 30, 2026 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

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Simplify your financial view—totally

Apr 29, 2026 |RBC Wealth Management

See a more clear and complete picture of your financial health with RBC Total Wealth.

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New Investors’ Nook: Equities as a strategy for younger investors

Apr 29, 2026 |RBC Wealth Management

In your 20s, 30s and 40s, time is your greatest investment advantage. Growth-oriented options like equities (or stocks) help you build wealth over the long term.

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