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.


Emerging opportunities as central banks make different policy decisions

Aug 10, 2023 |Frédérique Carrier

As central banks worldwide chart their own policy paths, we survey the fixed income landscape and identify windows of opportunity.

Read more


Strategic investing beyond North America

Aug 03, 2023 |Sean Killin

In a dynamic geopolitical landscape, an allocation to international developed-market equities can benefit portfolios over the long term.

Read more

Global Insight Monthly - sailboat

A durable equity rally faces strengthening headwinds

Aug 03, 2023 |Jim Allworth

Stock markets have kept climbing off their 2022 lows for longer than expected. Is it time to consider repositioning equity portfolios?

Read more

Insights into Responsible Investing Issue 3 2023 - cover image

How advancements in AI are growing the importance of cybersecurity

Aug 03, 2023 |RBC Wealth Management

As the digital spaces continue to evolve, cybersecurity is increasingly a risk for broadening groups of stakeholders. Read more in RBC Wealth Management’s Insights into responsible investing newsletter.

Read more

Federal Reserve building

The Fed’s rate hike cycle: Out with a whimper

Jul 28, 2023 |Thomas Garretson, CFA

The Fed’s rate hike cycle caused a commotion, but its possible end did not. What might it mean for fixed income investors?

Read more

retired man playing tennis

A comfortable retirement starts with a personal income plan

Jul 27, 2023 |RBC Wealth Management

Keep risks and taxes in mind when planning how to generate income in retirement.

Read more

Children participants with coach - soccer for success.

RBC Wealth Management helps give kids the opportunity to play soccer

Jul 26, 2023 |RBC Wealth Management

U.S. Soccer Foundation program aims to improve youth health and well-being.

Read more

Advisor image

Video: The de-dollarization dilemma

Jul 26, 2023 |Elsa Lignos and Frédérique Carrier

As trade and geopolitical tensions persist and global trade becomes more fragmented, will the U.S. dollar continue to be the global reserve currency of choice?

Read more

People in discussion

Are low bank valuations a reason to buy the sector?

Jul 20, 2023 |Frédérique Carrier

As valuations have become compelling, is now the time for investors to add bank exposure to portfolios?

Read more

Business meeting with plants in the foreground

Taking the politics out when integrating ESG into your portfolio

Jul 17, 2023 |Kent McClanahan - Vice President, Responsible Investing Global Investments & Trading

Investors should consider as much information as possible when buying and selling assets.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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 contact us form.

*Required fields