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.

Tokyo pedestrians at sunset

Global implications of the Bank of Japan’s yield policy shift

Jan 05, 2023 |Frédérique Carrier

A change can affect more than meets the eye; we take a closer look.

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parents reading to toddler

Three steps for new parents to build a strong financial future

Jan 05, 2023 |RBC Wealth Management

When your family is growing, take time to plan for future financial security.

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Women working on home finances

Financial health and wellness—a reality check-up for the new year

Dec 22, 2022 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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Grandfather and grandson building a jigsaw puzzle

How to start gifting during your lifetime

Dec 16, 2022 |RBC Wealth Management

Holding on to your wealth until death may not be the best strategy for guiding your heirs. Learn more about giving while living.

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Will the Fed’s inflation fight go too far?

Dec 15, 2022 |Thomas Garretson, CFA

As the Fed remains hawkish in the face of recessionary warning signs from markets, we look for possible turning points in the year ahead.

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Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

Dec 15, 2022 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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Young business woman giving a presentation

How can I make a charitable impact and preserve my wealth?

Dec 14, 2022 |RBC Wealth Management

Women are increasingly becoming stewards of personal and family wealth. How are they making a charitable impact while still preserving their wealth for the future?

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$2.9 billion exploitation infographic

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 09, 2022 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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Schlossbruecke bridge berlin at dawn - Global Insight 2023 Outlook Europe

Global Insight 2023 Outlook: Europe

Dec 05, 2022 |Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

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Vancouver downtown under snowy mountain. Global Insight 2023 outlook cover image

Global Insight 2023 Outlook: Canada

Dec 05, 2022 |Sunny Singh, CFA and Ryan Harder, CFA

The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.

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