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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College funding: It's a family affair

May 01, 2025 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 24, 2025 |RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

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Four strategies to prepare your portfolio for market volatility

Feb 15, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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New Parent Checklist

New Parent Checklist

Jan 24, 2025 |Joanne Yecies

Expecting a new addition to your family? Financial Advisor Joanne Yecies talks through her own experience in welcoming a new family member and the planning steps you should consider for young children.

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Market Commentary: The End of "Free Money"

Jan 21, 2025 |Billy Fort

Low interest rates over the last 15 years have kept borrowing costs low. However, as interest rates have risen in recent years, borrowing costs have increased, but so have fixed income investment opportunities.

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Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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Reflecting on 45 Years in Wealth Management

Sep 17, 2024 |Steve Ross

Remembering with gratitude the wonderful mentors who helped shape my career in the wealth management industry.

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Market Commentary: Investing in an Election Year

Jul 24, 2024 |Billy Fort

With a contentious presidential election on the horizon, markets are bound to be volatile between now and November. However, in our view, long term investment decisions should not be guided by political emotion.

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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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