WE Wealth Management Group at RBC Wealth Management

Meet your starting lineup for education planning. Let’s touch base on planning and saving for the college-bound students in your life.

Leave a legacy of clarity rather than confusion, chaos and conflict. Have the talk with your heirs about family wealth and its intended purpose. I can help you start the conversation to create a legacy that passes on family finances, values and harmony.

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and for 2026 you can contribute $8,600. Contact me today.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/3OUgEDz

This International Women's Day, we celebrate women's ability to rise, adapt and thrive, even to overcome barriers along the way. Behind every breakthrough is a story.

Women in our communities are leading through change, creating pathways and inspiring others. Their resilience reminds us why collective growth matters: it unlocks opportunity and builds prosperity for all. We reaffirm our commitment to fostering inclusive growth, opportunity and leadership that drives meaningful change.
Share your story.

Did you know most consumer purchase decisions are made by women? Not only are women the breadwinners in nearly 50% of families, they also overwhelmingly decide where that money should go. Is this true for your household?

Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.

MLS is back! It’s year four of the RBC Wealth Management partnership with Major League Soccer (MLS). With the world coming to our doorstep, 2026 promises to be an unforgettable year for the sport in North America.

Who’s your go-to team on the pitch?

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

Filing your taxes: Protect yourself from fraud during tax season

“Giving while living” is a strategic opportunity to pass on values and knowledge. The top three purposes among givers who have started to gift their wealth include:
- Help to fund grandkids’ education
- Help their children purchase a home
- Help to fund family vacations
There are several options for transferring wealth during your lifetime, and I can help you determine what’s right for you.

Let’s talk.

What's the best retirement savings strategy for you, a Roth or traditional IRA?

Reach out and let’s kickstart a personalized plan to enhance your retirement savings journey.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4aHngML

Dreaming of retiring at 65? Before you do, can you answer these 6 questions? From cash flow strategy to Social Security timing, here is a breakdown of what you need to know.

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