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.

Balance Your Priorities

Balance Your Priorities

Navigating managing your finances amidst competing demands can be challenging.
Invest for the Future

Invest for the Future

Crafting a well-designed investment strategy is paramount for achieving both short and long-term financial goals.
Plan Your Retirement

Plan Your Retirement

Did you know that retirement can now last 30 years or longer?
Implement Tax Strategies

Implement Tax Strategies

Have you ever wondered if you’re taking advantage of tax savings strategies available to you and your family?
Enjoy Your Retirement

Enjoy Your Retirement

Deciding how you want to spend your time in retirement shouldn’t be overshadowed by how you’re going to fund it.
Business Owner Planning

Business Owner Planning

You’ve worked hard to build your business, but with retirement fast approaching, have you thought of a succession plan?

Reports & Insights

Global Investment Outlook

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook.

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Economic Outlook

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.

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Discover & Learn

Image for RRSPs vs TFSAs

2023-09-26T16:45:01

RRSPs vs TFSAs

It’s a common question: RRSP or TFSA – or both? Here’s an easy-to-read article that explains how they work and how they can help you build your wealth.

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Image for What are stocks and how do they work?

2023-08-31T16:30:03

What are stocks and how do they work?

Stocks are often called the ‘growth’ engine of an investment portfolio. But what are stocks and how do they work? Read this article to find out:

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Image for Financial Planning: 9 Key Areas of Focus

2023-05-30T16:00:14

Financial Planning: 9 Key Areas of Focus

Here are nine financial “to-dos" to help put you on the right track to achieving your financial goals. #RBCHealthcare

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