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.

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calculator and tax form

What you can do to mitigate tax surprises every year

 Mar 07, 2025 |RBC Wealth Management

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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Boat in rough seas

Vortex of volatility

 Mar 07, 2025 |Kelly Bogdanova

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

 Mar 03, 2025 |RBC Wealth Management

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

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