As a financial planner, I specialize in helping people get through big life changes, like unexpected job loss, marriage breakdown or retirement.
These are moments when you need to make big decisions. Let me help you understand the impact of your choices.
07/12/2023
Be aware- emails like this are a scam. We wouldn’t ask you to verify identity by clicking a link.
And if you click on the email address it came from, you can see it’s not RBC. (And that’s not the correct 1-800 # either)
These can be convincing though…. So don’t click links like this that come by email.
06/02/2022
Scam alert! If you see something like this come by text… don’t click the link. If you want to verify your account activity, call 1-800-769-2511 or visit a branch.
05/12/2022
Knowing that is part of investing does not make it easy to ride out. Here are 5 tips to help you maintain perspective and remain disciplined on investing for the long term to reach your goals.
What to do when markets are volatile Markets tend to go up and down, and sometimes even go through rapid shifts. This is called market volatility. Here are five strategies that can help you reduce the impact of these changes -- and feel more confident about reaching your long-term goals.
03/24/2022
What to do when markets are volatile Markets tend to go up and down, and sometimes even go through rapid shifts. This is called market volatility. Here are five strategies that can help you reduce the impact of these changes -- and feel more confident about reaching your long-term goals.
This article explores how financial markets have reacted to acts of war and other conflicts throughout history. It also explains why having a long-term view can be your best ally in times of crisis. Read here:
What's the outlook for dividend growth in cyclical stocks like energy, materials and other commodities? How is ESG considered when investing in these companies? This covers these topics and more. Listen now:
Where are the dividend opportunities in the cyclical sector? Where are the dividend opportunities in the cyclical sector?
What's in store for investors in 2022? From soaring inflation, to a rapidly-spreading variant; RBC GAM discusses some key market stories and themes to watch for this year. Listen the now:
What to expect from markets in 2022 What to expect from markets in 2022
01/17/2022
Do low fees mean greater investment returns? Performance after fees make the biggest difference to your wealth goals.
Learn more about the RBC investing difference.
Performance, Advice and Fees All Matter - RBC Royal bank Some say that low fees alone can make you wealthier. While every dollar you keep can add up, it’s only one part of the story. In reality, performance after fees and the right advice can help make a big difference in building your wealth over time.
04/10/2021
Watch out for artificially inflated stock scams
The Financial and Consumer Affairs Authority (FCAA) is warning investors about pump and dump schemes in the capital markets. Individuals illegally use hype and misleading information to take advantage of investors and manipulate the price of shares.
Typically, an individual behind a scheme will purchase a large number of shares in a company that has lower trading volume and generally a lower price. They are often referred to as penny stocks. The individuals use unscrupulous means such as false information and exaggerated statements to manipulate the price and drive the share price up. Once the share price has reached a much higher value, the individual will sell all their shares, take the money and then disappear. The hype about the shares will then stop and trading will be minimal which will cause the share price to drastically fall. Investors that purchased shares during the price spike will then be left with shares that are worth substantially less than what they originally paid.
Here are some tips to protect yourself:
• Be wary of relying on press releases, emails, chat room discussions and promotional materials such as blogs and newsletters from unknown sources. These materials typically provide only positive information and rarely talk about the risks.
• Individuals use paid promoters to flood social media platforms and create excitement about the stock. Know exactly what you are investing in. Make sure you understand how the investment, product or service works.
• Get a second opinion and seek professional advice before you invest.
If you have been a victim of a pump and dump scheme, contact the FCAA’s Securities Division at 306-787-9492. For more investor protection information visit https://fcaa/gov.sk.ca/consumers-investors-pension-plan-members/investors.
01/20/2021