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.

Woman computer finances

Financial health and wellness - a reality checkup for the new year

 Jan 10, 2025 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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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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Exploring the psychology of charitable giving: Three mental barriers that hold donors back

 Dec 20, 2024 |RBC Wealth Management

Despite generational differences, the obstacles donors face around giving are largely the same.

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AI through an ESG lens

 Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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Thanksgiving table setting

The benefits of a financial chat over the holidays

 Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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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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