Protecting you and your loved ones

As seniors age, they may become more vulnerable to financial abuse. Age-related mental decline and dementia, as well as becoming more isolated, can cause seniors to make costly financial mistakes. I take very seriously the responsibility of helping safeguard you, your family and your assets from financial fraud and abuse.

Contact me today to discuss ways I can help protect you and your family from financial exploitation.

Year-end is fast approaching

The holiday season is the time to surround yourself with family and reconnect with loved ones. It’s also an ideal time to consider the things you still need to accomplish this year and beyond. As your financial advisor, I'm here to help. I can help you:

  • engage family members in conversations about your legacy;
  • make the most of your charitable donations or family gifts;
  • implement year-end planning strategies to potentially reduce your taxes; and
  • create a legacy plan that aligns with your values.

Let me help you make this holiday season as stress-free as possible. Contact me today to discuss how I can be of service to you.

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

 

Protect what’s important to you

Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact me today to review which insurance options are appropriate for you and your family.

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact me today to discuss which option may be right for you.

Will political turbulence roil equities?

As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.

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.

Latest Insights

U.S. equity rally: Is this the start of something bigger?

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

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