Let's start the conversation
Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.
*Required fields
Social Media
View my social profiles on
Your IRA works best when contributions and investing go hand in hand. Let’s review your plan to evaluate if your money is positioned to grow over time. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d
Remember to wear red on February 6 for National Wear Red Day®️ in support of heart health.
Did you know research suggests that couples who communicate regularly about money report greater financial confidence? Shared goals and regular communication are both key.
Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial future. Seize the opportunity to contribute for both 2025 and 2026. Let’s connect and make those contributions today or set up monthly payments. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d
25-01-3892351_investorsedge_winter2026_news_kc_qc4-4e62e7efdc054911bb196f6807ab084b.pdf
In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.
Read MoreIn observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay
Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.
Cheers for 2026! May it be a year of peace and prosperity!
Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.