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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)

senior father jogging with adult daughter

How to protect your aging parents from financial missteps

Feb 14, 2020 |RBC Wealth Management

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

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closeup medical hospital bill prescription medicine

Projecting the real cost of health care in retirement

Feb 14, 2020 |RBC Wealth Management

With seniors more active than ever – and with lifespans steadily increasing – maintaining good health as you age is a top priority. Yet, as the cost of care continues to rise, growing expenses may be a significant risk to other retirement goals.

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Learning from the FIRE movement and retirement planning

Dec 23, 2019 |RBC Wealth Management

What is the FIRE movement, and how can it help prepare you for financial independence and a happy retirement?

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bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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mature man using laptop in the kitchen

Five strategies for taking your required minimum distributions

Dec 10, 2019 |RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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rear view of multi generation family holding hands in park

Family wealth: How to engage the next generation

Nov 19, 2019 |RBC Wealth Management

Taking the time to prepare the next generation can help ensure they have a concrete understanding of the values underpinning your family wealth goals.

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multi generation african hispanic family at home laughing in page

How to pay for long-term care in a health crisis

Nov 15, 2019 |RBC Wealth Management

It may be essential to plan for unexpected health crisis's in order to protect the assets of parents and their adult children.

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Wealth transfer: Are your heirs ready?

Nov 08, 2019 |Leanne Kaufman

Most parents know the conversation about wealth transfer needs to happen: The question is when to start and what should be discussed.

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mother daughter looking at laptop

The shifting landscape of global wealth

Oct 08, 2019 |The Economist Intelligence Unit

Future-proofing prosperity in a time of upheaval.

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fountain pen lying on scattered legal documents

Why a power of attorney should be part of your retirement plans

Sep 25, 2019 |RBC Wealth Management

A power of attorney designation can give you peace of mind that your interests will be protected if something unexpected happens.

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