Ways I can help you
In an age of increased longevity and well-being, addressing the changing demands of retirement requires more adaptable choices. As a financial planner, my approach prioritizes a deep understanding of my clients' individual needs, including preserving their standard of living if they experience a health change. Together, we can tailor your financial plan to align seamlessly with your unique goals, prepare for the unexpected and help you create a financially secure and fulfilling retirement.
Reports & Insights
![Global Investment Outlook](/sites/default/files/2024-01/global-investment-outlook.jpg)
Global Investment Outlook
For more on our current view and outlook, consult The Global Investment Outlook.
![Economic Outlook](/sites/default/files/2024-01/economic-outlook.png)
Economic Outlook
Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week.
Discover & Learn
![Image for 8 Steps to Estate Planning for Investors](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/32c2d92e522a4a9db1e48e2ba909ecf4.jpg)
2023-10-04T18:48:03
8 Steps to Estate Planning for Investors
The goals you set today can help shape the legacy you leave behind for your loved ones.
2023-03-30T12:29:15
2023-federal-budget.pdf
Les grandes lignes du budget fédéral 2023 : Mesures fiscales susceptibles de vous concerner
2023-03-29T13:35:50
2023-federal-budget.pdf
2023 Federal Budget Highlights: Tax measures that may affect you.