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.

happy mature couple dancing at home in retirement

Where will you live in retirement? Your lifestyle needs will affect the housing you’ll need

Apr 18, 2019 |RBC Wealth Management

Whether you hope to travel, move closer to family or settle in a milder climate, planning ahead can help put you on a path to a prosperous retirement.

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plastic bottles and other trash on beach

Plastics and recycling: a material issue for investors

Apr 18, 2019 |Corporate Governance and Responsible Investment Team, RBC GAM

RBC GAM takes a look at the risks and investment opportunities surrounding global plastics pollution and the growth of sustainable packaging.

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couple meeting with advisor signing documents

What the new tax law means for Roth accounts

Apr 13, 2019 |RBC Wealth Management

Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.

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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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