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No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.

As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.

Faced with a health issue and need a second opinion or extra support? RBC Echelon partner PinnacleCare may be a great solution. Message me to learn more and for potential fee discounts.