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)

solar panels near mountains

Investing in net-zero transition: What to know about this growing sector

Nov 16, 2023 |RBC Wealth Management

As companies strive toward net zero, responsible investing opportunities continue to increase.

Read more

Man holding small wrapped gift

Keep your holiday shopping merry by warding off fraudsters

Nov 15, 2023 |RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for criminals.

Read more

Mother working at computer

The cost of caregiving falls disproportionately on women

Nov 15, 2023 |RBC Wealth Management

When an Alzheimer’s diagnosis is made, women tend to be caregivers for the patients—often resulting in a financial setback for those females.

Read more

Elderly mother and adult daughter discussing plans

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

Nov 14, 2023 |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.

Read more

infographic - 70% of 65-year-olds will need some form of long-term care

The real cost of health care in retirement

Nov 09, 2023 |RBC Wealth Management

Health care is a difficult conversation, but planning now can help take the sting out of medical bills.

Read more

two daughters baking

Family members with disabilities need special planning

Nov 08, 2023 |RBC Wealth Management

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

Read more

Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Nov 06, 2023 |RBC Wealth Management

While maintaining independence for as long as possible remains a top priority for most Americans, the majority will need some level of housing and care support as they age. The good news is, there's variety of options to meet almost every need.

Read more

retired woman on the beach

Retirement planning at every age

Oct 26, 2023 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines and you'll be well on your way to the financially secure future you want.

Read more

Millennial looking at their finances on a tablet

Retirement planning for Millennials

Oct 15, 2023 |RBC Wealth Management

Getting millennials to remain focused on a retirement that could be 40 or more years away means a delicate dance between planning for the future while paying for today.

Read more

retired couple on the beach

A comfortable retirement starts with a personal income plan

Oct 13, 2023 |RBC Wealth Management

Keep risks and taxes in mind when planning how to generate income in retirement.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields