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 Estate planning: Report reveals many Canadians are not prepared](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/d0e9b72c693942dcbe92f344fb212fcc.jpg)
2023-12-01T20:00:09
Estate planning: Report reveals many Canadians are not prepared
Many Canadians have not created a Will, appointed a power of attorney or started estate planning. Learn about the survey conducted to find out why. #ValueofAdvice
![Image for Interest Rates are Up, Inflation's Cooling. So Why Are Prices Still So High?](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/55b185a458864030999576aefa7fbcaf.jpg)
2023-11-27T20:45:00
Interest Rates are Up, Inflation's Cooling. So Why Are Prices Still So High?
Understanding the relationship between interest rates, inflation, and why these two topics continue to make the news. #Valueofadvice
![Image for What Does it Mean to Leave a Legacy?](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/c3070fbd234b44c0b7d0ca382a850ab1.jpg)
2023-11-23T20:30:01
What Does it Mean to Leave a Legacy?
Regardless of what leaving a legacy means to you, there’s one common thread that makes it happen: having a plan in place. #ValueofAdvice