My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy.
My goal is to apply my financial knowledge and expertise to your situation. The result will be a personal financial strategy custom-tailored for you. Since joining RBC, I’ve been able to offer my clients the immense resources of all the member companies of RBC. This has allowed me to leverage my knowledge and expertise to provide the highest quality of financial advice and planning. Simply stated,
03/21/2022
Tax-Free Savings Accounts can be used to save for many purposes. Here's how three investors use theirs.
How Do You Use Your TFSA? 3 Personal Stories From school to retirement, 3 investors share how they use their TFSA. Find out more.
Two New GICs to Help Protect and Grow Your Money.
RBC’s two new Equity-Linked GICs - RBC Want to protect your money and give it the opportunity to earn higher returns? Try the new RBC Equity-Linked Guaranteed Investment Certificates (GICs)—benefit from all the security of a GIC, with the higher return potential of the equity markets. Plus, they offer a chance to invest in your future,...
03/10/2022
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.
01/24/2022
Did you know, the RRSP contribution deadline is March 1st? Don’t let this year’s deadline sneak up on you. Make your contribution today!
Automatic Contributions – RBC Royal Bank Discover how you can reach your goals faster through automatic contributions. A Pre-Authorized Contribution (PAC) plan makes saving easy.
Save without even thinking about it. Set up a regular, automatic savings plan for your RRSP and/or TFSA. It’s the easy way to save and will increase your opportunity for returns. Get Started Today!
Should I Open an RRSP, a TFSA or Both? - RBC Royal Bank Investing in a tax-smart account is one of the best ways to grow your money faster. Both Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) offer unique benefits, so how do you choose if you can’t contribute to both?
As an investor, you may wonder how your dollars can make a difference. One way is to select investments that meet environmental, social, and governance standards. Here's your 411 on ESG investing.
Whether you’re planning for retirement or already retired, MyAdvisor can help you prepare for the future. Book an appointment today to receive advice based on your personal financial picture so you can enjoy your retirement with confidence.
11/17/2021
Canada’s labour squeeze getting tighter: an aging population will boost retirements by roughly 600,000 workers over 3 years. Read RBC Economics & Thought Leadership’s new report to learn more.
Squeeze Play: Higher wages alone won’t solve Canada’s labour shortage problem Over one third of Canadian businesses are grappling with labour shortages. Higher wages aren’t the only thing workers are seeking in their post-pandemic careers. - RBC Economics
11/16/2021
Understanding the rules and opportunities available for your RRSP and TFSA can help you grow your money faster. An RBC Financial Planner can walk you through...
Getting More from Your RRSP and TFSA Understanding the rules and opportunities available for your RRSP and TFSA can help you grow your money faster. An RBC Financial Planner can walk you through the strategies you may want to consider.
10/26/2021
To reach Net Zero, Canada will need to invest at least $2 trillion over the next three decades. For six pathways on how to get there, read RBC Economics and Thought Leadership’s new report, “The $2 Trillion Transition”
https://rbc.com/netzero