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.

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.

Read more

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.

Read more

father son toy cars in page

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.

Read more

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.

Read more

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.

Read more

two men working on a project together at home

For high-net-worth investors in America, planning is key to confidence in financial goals

Sep 12, 2019 |The Economist Intelligence Unit

Ensuring long-term financial well-being in the face of economic uncertainty.

Read more

young businesswoman working in modern office

The Millennial wealth plan: Four keys to your future

Sep 12, 2019 |RBC Wealth Management

Millennial investors in the U.S. say growing their wealth is a top priority. Here are four tips for getting started with a wealth plan.

Read more

couple working on financial plans on laptop

Wealth planning tips for second marriages

Jul 30, 2019 |RBC Wealth Management

Discussing financial issues can be challenging in any relationship. Full disclosure before marriage can help both partners better plan for their future together.

Read more

family with kids resting on yacht adventure travel

Luxury travel trends and tips for high-net-worth families

Jul 04, 2019 |RBC Wealth Management

Experiential travel is a growing trend for high-net-worth families. Learn how to create a financial plan that meets your family’s needs.

Read more

multi generational family at dinner

What does retirement look like in a modern world?

Jun 04, 2019 |RBC Wealth Management

Changing demographics and social norms are calling for a refreshed approach when it comes to retirement and wealth planning.

Read more