Jeremy Sutton, Financial Advisor at RBC Wealth Management

See how life insurance fits into your wealth planning and it may cost less than you anticipate.

Let’s discuss plan options, or evaluate your current coverage, to help protect your assets and your loved ones.

Life is full of change and insurance coverage can help support you and your loved ones along your journey.

Let’s discuss how insurance can be part of your wealth planning.

Already have life insurance? Let’s review to see if it’s meeting your current circumstances.

Are you looking for a smarter way to secure your retirement income? Annuities can provide predictable income for life, protect your principal and offer financial confidence in uncertain markets.
Let's talk annuities and how they fit into your RBC Retirement Paycheck. Your future self will thank you.

An unexpected injury or illness can happen to anyone causing a long-term disability. What’s your plan if this happens to you? Income protection insurance can fill the gap in your health care coverage.
Reach out to me and let’s connect today.

What's your backup plan if your income were to stop due to injury or illness? Income protection insurance could be the answer.

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

How will Europe respond to U.S. tariff threats?

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

U.S. equity returns in 2024: Premium performance

As we close out 2024, a review of your finances may be in order. Contact me to discuss your wealth planning assets and our strategic liquidity solutions.

1According to the Caregiver Action Network, 78% of adults who are getting long-term care at home rely solely on family and friends for their assistance.

Reach out to learn more about preparing to provide support and make a difference in someone's life.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Pondering a U.S. policy potpourri

Year-end distributions for your private foundation may be coming up. Contact me to explore liquidity strategies for charitable grants.

1Living longer is becoming more commonplace, but rising health care costs can be a burden. Let's talk about securing your future without breaking the bank.

Schedule a meeting with me today to discuss your health care plan.