Financial Planner, Investment Advisor, Retirement & Estate Planning, Tax, Networth Planning, Cashflo
08/21/2026
Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.
How wealthy families are rewriting their philanthropy playbooks
08/10/2026
Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.
08/07/2026
As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.
Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4q0bswa
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
08/03/2026
As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.
Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/4wohJnb
07/29/2026
Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.
What to know about appointing a power of attorney for property or mandatary for property
07/22/2026
The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4b6lBBi
06/21/2026
Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the difference.
06/12/2026
Achieving a successful exit requires an understanding of how buyers evaluate businesses and proper preparation.
Cybercriminals are getting smarter with the rise of AI, deepfakes, and dark web tactics to target Canadians. Tune in to learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud: https://bit.ly/43qCsKZ
03/11/2026
Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’s also a skill you can strengthen at any age.
Learn how better balance is possible in Can the 10-Second Balance Test Predict Your Lifespan? from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4rtMLaL
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
