In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
Read more
Social Media
View my social profiles on
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.
Did you know long-term care planning doesn’t need to be an afterthought or a worst-case scenario? Talking about it with your family earlier can reduce stress and maximize your quality of life now.