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.
Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan
Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.
The U.S. government’s fiscal outlook can no longer be ignored.
We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.
Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.
A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.
Insights into giving and inheriting wealth across generations.
Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.
What keeps business owners from preparing to let go of their businesses?
Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.
July 15, 2022
How to determine what is a safe withdrawal amount from your portfolio in retirement
February 2, 2022
What is an annuity and is it right for me?
November 24, 2020
Five essential steps to put your financial house in order
October 9, 2020
Aging parents - 3 steps to personal readiness