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.

Business people walking on world map

A world of opportunities?

Jun 18, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

Read more

Senior father adult son talking in living room

A new era of wealth transfer: Five key takeaways for securing your family legacy

Jun 11, 2025 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

Read more

Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

Jun 09, 2025 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

Read more

Woman looking at documents

Business exit planning: Overcoming emotional and financial roadblocks

Jun 09, 2025 |Rick Sweeney

What keeps business owners from preparing to let go of their businesses?

Read more

Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Jun 06, 2025 |RBC Wealth Management

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

Read more

notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

May 31, 2025 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

Read more

Two graduates embracing

Managing multiples: College financing strategies for more than one child

May 08, 2025 |RBC Wealth Management

If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.

Read more

Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

Read more

Graduate after graduation

College funding: It's a family affair

May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

Read more

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