Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

happy mature couple dancing at home in retirement

Where will you live in retirement? Your lifestyle needs will affect the housing you’ll need

Apr 18, 2019 |RBC Wealth Management

Whether you hope to travel, move closer to family or settle in a milder climate, planning ahead can help put you on a path to a prosperous retirement.

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couple meeting with advisor signing documents

What the new tax law means for Roth accounts

Apr 13, 2019 |RBC Wealth Management

Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.

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man and woman hugging with key to her new home in her hand

How to gift your house to your children during your lifetime

Apr 11, 2019 |RBC Wealth Management

While most parents want to be generous with their adult children, decisions related to transferring property can be complex.

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man reading phishing email on laptop

Filing your taxes: Protect yourself from fraud during tax season

Apr 04, 2019 |RBC Wealth Management

Taxpayers saw a 60 percent spike in email phishing scams last year. Know how to protect yourself and your wealth.

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storm waves crashing into seawall in front of houses

Climate change is reshaping the investment landscape

Apr 02, 2019 |Frédérique Carrier

Investors should be proactive and think about how to adapt their portfolios to the climate change challenge … and opportunity.

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row of townhomes for lease in rental property market

How to invest in real estate: Seven things to consider for U.S. rental property

Mar 19, 2019 |RBC Wealth Management

While a real estate investment may offer solid, long-term returns, there may be many unforeseen expenses that could outweigh the benefits.

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close up of senior male hands writing document

It’s time to rewrite your retirement expectations

Feb 26, 2019 |RBC Wealth Management

How confident are you that you're truly prepared for what retirement may throw your way? Eighty-four percent of respondents who have a plan are confident about their retirement.

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man examining papers with magnifying glass for financial fraud

Why fighting financial fraud isn’t just business for me, it’s personal

Feb 22, 2019 |Michael Armstrong

Financial advisors can hold a special place in a family’s life. They're also in a unique position to identify a cause for concern.

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wideangle two women brainstorming in modern board room

More wealth, more impact: How women at the highest levels of wealth help society

Feb 21, 2019 |The Economist - Intelligent Unit

Women today are placing a greater emphasis on helping the world at large.

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female agent offering life insurance to young couple

Insurance coverage: Four life stages you need to prepare for

Feb 21, 2019 |RBC Wealth Management

The need for financial coverage in the event of a premature death is very real. Do you have adequate coverage to meet your family's long-term needs?

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