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)

Insights into Responsible Investing Q3 Newsletter image

The future of proxy voting and oil

Sep 14, 2021 |RBC Wealth Management

Learn about the latest happenings in the responsible investing world, in our newest issue of Insights into Responsible Investing newsletter.

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How to talk to your parents about their estate plan

Sep 13, 2021 |RBC Wealth Management

By understanding what your parents value most, you will be better equipped to use any potential inheritance in a way that would fulfill their wishes.

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College funding: It’s a family affair

Aug 31, 2021 |RBC Wealth Management

What decisions come into play when choosing a college or university? Unfortunately for many families, cost is the deciding factor—not strength of program.

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Four ways to use life insurance in your wealth planning

Aug 19, 2021 |RBC Wealth Management

Insurance planning should be an important topic during ordinary times as well as extraordinary. Here’s how to effectively utilize life insurance in your wealth planning.

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

Jul 30, 2021 |Frédérique Carrier

Did you know this about money management? Current retirees have travel goals, but younger generations are setting investing goals for experiencing new things.

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Five steps for raising financially confident girls

Jul 28, 2021 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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Will vs. a trust: Which one is right for you?

Jul 22, 2021 |RBC Wealth Management

We discuss ways in which a trust could be supplemental to your will in your estate planning.

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What is impact investing?

Jul 15, 2021 |RBC Wealth Management

Tips for aligning your investment dollars with the values that matter to you most.

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

Jun 21, 2021 |RBC Wealth Management

Did you know this about money management? Average wedding costs dropped in 2020 due to the pandemic, but they're expected to rise again.

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Same-sex marriage: Why financial planning is a must for couples

Jun 17, 2021 |RBC Wealth Management

Did you know this about money management? Retirement planning is important for everyone.

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