Estate planning rule #1: spouses come first

When you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. I can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs.

Learn more in our special report The Modern Couple's Guide to Legacy Planning and contact me today to learn how we can help.

Not all lessons happen in the classroom

It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.

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.

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.