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.

Hands using a calculator doing an audit

What you can do to mitigate tax surprises every year

Mar 30, 2026 |RBC Wealth Management

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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Adult daughter talking to senior mother

How to talk to your parents about their estate plan

Mar 25, 2026 |RBC Wealth Management

Conversations about values and wishes for their estate are as important as the planning itself.

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Graduate with diploma hugging parents

College funding: It’s a family affair

Mar 13, 2026 |RBC Wealth Management

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

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Parent showing their daughter a large leaf

A new era of wealth transfer: Five key takeaways for securing your family legacy

Mar 04, 2026 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

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Parent showing daughter a large leaf

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Mar 04, 2026 |RBC Wealth Management

Family discussions should start early to successfully pass down both wealth and values.

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