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.

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

 Nov 29, 2024 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

Read more
multigenerational family meal

Four ways to pass down your family home to your children

 Nov 18, 2024 |RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

Read more
woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

 Nov 12, 2024 |RBC Wealth Management

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

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

Archives

Categories