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)


Scams targeting older adults are on the rise—here’s how you can help

Dec 28, 2021 |RBC Wealth Management

Anyone at any age can fall victim to a scam, but there are several factors that make women particularly vulnerable.

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infographic regarding millennials donating their money

Collaborative philanthropy: How the next generation is teaming up to create lasting change

Dec 15, 2021 |RBC Wealth Management

Did you know this about money management? It’s important to make charitable giving part of your overall wealth plan.

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How to incorporate ESG into year-end planning

Dec 15, 2021 |RBC Wealth Management

When undergoing end-of-year planning, consider implementing ESG investing into your portfolio. Read on to learn more.

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When should I consider a family office?

Dec 13, 2021 |RBC Wealth Management

It’s never been more important for families to find ways to effectively build and maintain their wealth—and the services of a family office can help.

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Tips for helping your children buy a home without impacting your retirement

Dec 13, 2021 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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How to work antiques and other valuable collectibles into your estate plan

Dec 07, 2021 |RBC Wealth Management

Do you own a valuable piece of art, an antique car or rare Pokémon card? Make sure they're included in your estate plan.

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Infographic of male female caregiver breakdown percentages

The cost of caregiving falls disproportionately on women

Nov 23, 2021 |RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

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Leaving a charitable legacy with donor advised funds

Nov 10, 2021 |RBC Wealth Management

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

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How climate change could impact your retirement plans

Oct 28, 2021 |RBC Wealth Management

Today, with wildfires, severe drought and hurricanes increasing in frequency, some are choosing to live out retirement closer to home saving the cash they would have otherwise spent for other wishes and wants.

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The gray divorce: Financial considerations for older Americans

Oct 28, 2021 |Angie O'Leary

Decades of building wealth and raising a family make it more challenging to divide assets in a mutually agreed upon and equitable manner.

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