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.

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Financial strategies for millennials managing a sudden windfall

Jul 26, 2022 |RBC Wealth Management

Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.

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Stay engaged with ESG investing through proxy votes

Jul 22, 2022 |RBC Wealth Management

Paying attention is key: By staying informed, investors and shareholders can participate in the proxy voting process.

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Family members with disabilities need special planning

Jul 20, 2022 |RBC Wealth Management

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

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Ten key discussion points for your mid-year review

Jul 15, 2022 |Angie O'Leary

Major changes aren't necessary, but a mid-year review can be a perfect time to reassess your financial strategy.

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Three ways to avoid making emotionally charged financial decisions

Jun 22, 2022 |RBC Wealth Management

Your emotions can influence the choices you make. Learn how to better equip yourself to make emotionally well-grounded financial decisions.

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The cost of caregiving falls disproportionately on women

Jun 15, 2022 |RBC Wealth Management

When an Alzheimer’s diagnosis is made, women tend to be caregivers for the patients—often resulting in a financial setback for those females.

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Five steps to personal wealth planning

Jun 15, 2022 |RBC Wealth Management

When it comes to wealth planning, we all have different goals and objectives. Regular checkups can help build a solid financial foundation now and for the years to come.

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Managing the financial risks of dementia and cognitive decline

Jun 14, 2022 |RBC Wealth Management

It’s important to plan for long-term care funding, especially in anticipation of a potential Alzheimer’s diagnosis in your family

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Millennials and wealth: How the next generation is forging ahead

Jun 13, 2022 |RBC Wealth Management

High-earning Millennials defy their generational stereotypes when it comes to managing finances.

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Insights into Responsible Investing: Create a positive impact - image of solar and wind field.

Interest in ESG is not going away anytime soon

May 26, 2022 |RBC Wealth Management

ESG investing is more than a fad, according to recent RBC surveys on the topic. Opportunities and demand are both growing.

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