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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Mapping out your retirement income

 Feb 25, 2025 |RBC Wealth Management

How do you picture retirement? Prepare for retirement and prioritize your goals.

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Eight common crypto scams and how to spot them

 Feb 25, 2025 |RBC Wealth Management

Investing in cryptocurrency carries considerable risk and is a ripe environment for scammers.

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Unlocking your company’s worth: A guide to valuation for business owners

 Feb 07, 2025 |RBC Wealth Management

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

 Feb 03, 2025 |RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

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Phil Mehrer, NMLS # 1665099 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.