Ways I can help you
My passion lies in leveraging financial expertise to assist my clients in developing a personalized financial strategy. I am dedicated to taking the time to understand what matters most to you, and offering tailored strategies to help you achieve your goals, whatever they may be. Let's work together to create a path to financial success that aligns with your unique aspirations.
My RBC Team
![Profile Picture for team member – Taylor-Rae Bertoia](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/6521f7842dc54148b6dbbf8159264d1a.jpg)
Taylor-Rae Bertoia, CFP
Financial Planner, Investment and Retirement PlanningReports & 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 The Great Rebuild Seven ways to fix Canada’s housing shortage - RBC Thought Leadership](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/e4446283ed6e45a488bb676abfb8830f.png)
2024-05-20T15:36:19
The Great Rebuild Seven ways to fix Canada’s housing shortage - RBC Thought Leadership
Canada’s housing crisis will reach even more alarming levels if not enough is done now. According to RBC Economics, if affordability remains close to where it is today, many renters won’t be able to afford rent in the future. https://thoughtleadership.rbc.com/the-great-rebuild-seven-ways-to-fix-canadas-housing-shortage/
![Image for Study reveals that young Canadians are excited about the future – but are they ready for it?](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/79708b43d057454895e7597ffadd2896.jpg)
2024-05-06T18:00:10
Study reveals that young Canadians are excited about the future – but are they ready for it?
“When young people succeed, Canada succeeds" - Mark Beckles MBA, ICD.D, Vice President, Social Impact & Innovation, RBC. Read more in this The Globe and Mail feature on the RBC Future Launch Youth Outlook Study in partnership with Ipsos. http://spr.ly/6048RmbQg
![Image for Supporting Food Producers for a Net-Zero Future](https://hsl-pnw-downloadable-files.s3.amazonaws.com/603/c8ade1b66afb4010918d5851974a346f.jpg)
2024-05-02T18:15:01
Supporting Food Producers for a Net-Zero Future
On this #CdnAgDay, read how the RBC Foundation partnerships are helping Canada produce more food, with fewer emissions: https://www.rbc.com/newsroom/article/?title=supporting-food-producers-for-a-net-zero-future