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)

$2.9 billion exploitation infographic

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 09, 2022 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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Insights into responsible investing - issue 9 cover

Using your family legacy to make a difference

Nov 16, 2022 |RBC Wealth Management

Giving money to charity; supporting causes you care about; making a positive name for your family in the community—there’s a lot of work that goes into developing a solid philanthropic giving plan, especially if the plan concerns your entire family.

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Woman looking at charity website on computer

Making an impact: How to put your charity dollars to work

Nov 08, 2022 |RBC Wealth Management

Learn how to use a donor-advised fund to make a positive impact with your philanthropic giving.

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How donor - advised funds work - make a donation, support your favorite charities and grow the balance

Leaving a charitable legacy with donor advised funds

Nov 08, 2022 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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Beach House sign hanging on front door

Thinking about heading south for the winter? Tips for potential snowbirds

Nov 01, 2022 |RBC Wealth Management

Being a snowbird can have a positive impact on your quality of life, but there are numerous social, medical and financial implications to consider.

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Senior man with female doctor looking at tablet

Medicare: The ABCs (and Ds) of health insurance

Oct 31, 2022 |RBC Wealth Management

It's easy to think of Medicare as a single program that automatically activates at age 65, but it's not that simple. Here are some things to consider.

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Abstract image of medicine

The real cost of health care in retirement

Oct 25, 2022 |RBC Wealth Management

Health care is a difficult conversation, but planning now can help take the sting out of medical bills.

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In the past 5 years phishing became the top cybercrime investigated by the FBI according to AARP based on FBI reporting. (Illustration of desk computer and light)

Cybersecurity: How to protect yourself and your money

Oct 25, 2022 |RBC Wealth Management

Don’t join the FBI statistics for cybercrime! Use these cybersecurity tips to help protect yourself and your money.

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Illustration of man sitting in front of a computer and text: About 15 million spam emails are sent through the internet daily according to

How to protect your business from ransomware attacks

Oct 04, 2022 |RBC Wealth Management

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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Two people talking with tablet in an office

What is equity compensation and how does it work?

Sep 28, 2022 |RBC Wealth Management

If you're offered equity compensation, a financial advisor can help you evaluate your options.

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