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.

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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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How to protect your business from ransomware attacks

Jun 15, 2021 |RBC Wealth Management

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 14, 2021 |Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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Scams targeting older adults are on the rise—here’s how you can help

Jun 03, 2021 |RBC Wealth Management

Anyone at any age can fall victim to a scam, but there are several factors that make women particularly vulnerable.

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ESG investing: Four things to ask your advisor

Jun 01, 2021 |RBC Wealth Management

ESG principles are essentially a more comprehensive way to look at a company or investment, beyond just profit or loss numbers on a balance sheet.

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