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.

Wealth planning (10)

Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 |RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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musicians on stage at RBC event

Investing in the future: Creative programming makes financial education fun

Aug 23, 2024 |RBC Wealth Management

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

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How high-net-worth individuals can mitigate cybersecurity risks to protect their assets

Aug 08, 2024 |RBC Wealth Management

Cybercrime can result in financial loss, reputational damage and data breaches.

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Tips for helping your children buy a home without impacting your retirement

Jul 29, 2024 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 |RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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Are you prepared for the sunsetting tax laws?

Jul 23, 2024 |RBC Wealth Management

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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Advisor meeting with couple

AI is no match for the human connection

Jul 23, 2024 |RBC Wealth Management

Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.

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Business owners discussing finances

Meeting the needs of family businesses

Jul 23, 2024 |RBC Wealth Management

Because your business may be your largest investment, financial guidance is recommended through all stages. Read the Investor’s Edge article on meeting the needs of family businesses.

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Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 |RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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ribbon and flower wedding decor

Wedding finances: How to pay for your child’s big day

Jun 28, 2024 |RBC Wealth Management

By planning ahead and setting clear money expectations, parents can help create a memorable celebration.

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