[email protected] My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy.
I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals - whatever they may be! Royal Bank of Canada
Royal Mutual Funds Inc.
08/20/2026
Ottawa says long-awaited tax reform is a priority. Here’s what experts say needs to change and why overhauling Canada’s tax code won’t be easy.
Canada’s tax code needs an overhaul. Here’s what reform could mean
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/4pZL8lO
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/4xnzvb3
05/07/2026
How Canadians with disabilities can navigate tax season, including credits, deductions, and programs that can help offset ...
A tax guide for Canadians with disabilities How Canadians with disabilities can navigate tax season, including credits, deductions, and programs that can help offset higher costs of living.
Finance Canada releases paper that addresses the use of tax planning with private corporations. July 18, 2017. Feds launch consultation on tax proposals.
Feds propose closing tax loopholes for wealthy Canadians - Investment Executive Finance Canada releases paper that addresses the use of tax planning with private corporations
05/05/2026
By Sammy Hudes, The Canadian Press. Posted May 3, 2026 4:00 am. The kids are moved out and all that extra space in the house just isn't worth the upkeep.
'Not the right time': Retirees delay downsizing plans as housing market slumps The kids are moved out and all that extra space in the house just isn’t worth the upkeep. It’s an opportunity to move somewhere a little more practical, maybe a condo or bungalow, and bank the savings. For many, that was the ideal retirement plan. But for now, it may not be a realistic one. […...
Imagine a Canada where living to 100—and thriving while you do it—isn't rare, it's normal. Super-aging shouldn't be a privilege. It should be our shared goal. Canada's groundbreaking research is mapping the way forward, and the findings might change how you think about your own future. https://bit.ly/4cy8iJG
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/4rmn37J
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
02/25/2026
After adjusting for things like age, gender, and blood pressure, this research showed a link between a higher consumption of ...
Six Common Sweeteners May Accelerate Memory Loss in Middle Age The association didn't seem significant among the over-60s in a study.
02/24/2026
Caring for aging parents or relatives can strain your finances. Learn how to manage the cost of caring for elderly relatives, from budgeting to government benefits and long-term planning strategies.
How to Manage the Cost of Caring for Aging Parents and Relatives - My Money Matters