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 (8)

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 28, 2024 |RBC Wealth Management

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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Senior couple looking at a laptop together

Retirement income planning should include tax-diversification strategies

Apr 18, 2024 |RBC Wealth Management

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 |RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Hands holding a crafted heart

Share your wealth wisely with gift-giving strategies

Apr 15, 2024 |RBC Wealth Management

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

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Man reviewing market information

Turbulent times call for calm, focused money management

Apr 15, 2024 |RBC Wealth Management

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.

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Green moss and evergreen tree sprig

Biodiversity: Invest in the world's most valuable asset

Apr 15, 2024 |RBC Wealth Management

At first glance, biodiversity may seem like an out-of-place topic when it comes to investing. In recent years, however, it has become clear that biodiversity and nature loss pose potential systemic risks to society, business and the economy.

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Students in college classroom

Studying college tuition costs

Jan 16, 2024 |RBC Wealth Management

Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.

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Couple looking at blueprints of a house

Second homes, key considerations and risks

Jan 16, 2024 |RBC Wealth Management

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

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