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.

man and woman hugging with key to her new home in her hand

How to gift your house to your children during your lifetime

Apr 11, 2019 |RBC Wealth Management

While most parents want to be generous with their adult children, decisions related to transferring property can be complex.

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man reading phishing email on laptop

Filing your taxes: Protect yourself from fraud during tax season

Apr 04, 2019 |RBC Wealth Management

Taxpayers saw a 60 percent spike in email phishing scams last year. Know how to protect yourself and your wealth.

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storm waves crashing into seawall in front of houses

Climate change is reshaping the investment landscape

Apr 02, 2019 |Frédérique Carrier

Investors should be proactive and think about how to adapt their portfolios to the climate change challenge … and opportunity.

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BoardForward Moira Forbes in conversation with Meg Whitman

Tackling diversity in the boardroom with Forbes and theBoardlist

Mar 28, 2019 |RBC Wealth Management

The #BoardForward Awards highlight ideas that help to break down gender bias and create a pipeline of talent for female leadership.

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row of townhomes for lease in rental property market

How to invest in real estate: Seven things to consider for U.S. rental property

Mar 19, 2019 |RBC Wealth Management

While a real estate investment may offer solid, long-term returns, there may be many unforeseen expenses that could outweigh the benefits.

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Dessa talking in an interview

Stories of empowerment: Dessa uses her love of language to empower others

Mar 07, 2019 |RBC Wealth Management

To celebrate #iwd2019, we asked rapper, singer and writer Dessa to share her empowering stories of growth, leadership, and struggle.

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Susannah Wellford talking in an interview

Stories of empowerment: Former aide is shaping the next generation of political leaders

Mar 07, 2019 |RBC Wealth Management

To celebrate #iwd2019 we asked Susannah Wellford to share her empowering stories of growth, leadership, and struggle.

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Cynthia Vernón talking in an interview

Stories of empowerment: Cynthia Vernón no longer a ‘hidden figure’ after NASA career unveiled

Mar 07, 2019 |RBC Wealth Management

Dr. Cynthia Vernón's experience as an African American woman working at NASA is brought to life during an interview with Soledad OBrien.

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lindsay whalen talking in an interview

Stories of empowerment: Basketball champion Lindsay Whalen talks about success through losing

Mar 07, 2019 |RBC Wealth Management

Basketball champion Lindsay Whalen talks about her success through hard work and the importance of mentoring young girls.

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Ignore that voice that says “you can’t.” Time to say “I will.”

Mar 07, 2019 |Kristen Kimmell

RBC Wealth Management's Head of Business Development Kristen Kimmell shares how her mother empowered her to pursue a career in the financial services industry.

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