Kelley McShane Investment Group at RBC Wealth Management

11/02/2026

Are you a caregiver for someone you love? If so, would you know if they are approaching their first required minimum distribution (RMD)?

Navigating RMDs for an aging parent or family member can feel like a lot. But there are options that make it manageable.

We have savings options that offer a reliable home for those funds. And keeping assets within the RBC Wealth Management ecosystem means your loved one's financial advisor maintains a complete view of their wealth plan. You do not have to figure this out alone.

Reach out and let's talk through your family's options.

10/31/2026

Happy Halloween!

Wishing you and your loved ones a night full of treats, good company and plenty of festive fun!

10/28/2026

Did you know most of America’s large companies never ring the opening bell at the New York Stock Exchange? Alternative investments can open doors to private opportunities that would otherwise remain closed. Explore if alts are a fit for your portfolio.

𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘢𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘮𝘢𝘺 𝘣𝘦 𝘴𝘱𝘦𝘤𝘶𝘭𝘢𝘵𝘪𝘷𝘦, 𝘪𝘭𝘭𝘪𝘲𝘶𝘪𝘥, 𝘢𝘯𝘥 𝘯𝘰𝘵 𝘴𝘶𝘪𝘵𝘢𝘣𝘭𝘦 𝘧𝘰𝘳 𝘢𝘭𝘭 𝘤𝘭𝘪𝘦𝘯𝘵𝘴. 𝘛𝘩𝘦𝘺 𝘢𝘳𝘦 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘸𝘩𝘰 𝘮𝘦𝘦𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘤𝘳𝘪𝘵𝘦𝘳𝘪𝘢 𝘢𝘯𝘥 𝘢𝘳𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘢𝘯𝘥 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘣𝘦𝘢𝘳 𝘵𝘩𝘦 𝘶𝘯𝘪𝘲𝘶𝘦 𝘦𝘤𝘰𝘯𝘰𝘮𝘪𝘤 𝘳𝘪𝘴𝘬𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵. 𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘴𝘩𝘰𝘶𝘭𝘥 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘴𝘶𝘤𝘩 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘳𝘦 𝘴𝘶𝘪𝘵𝘢𝘣𝘭𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘭𝘪𝘨𝘩𝘵 𝘰𝘧 𝘵𝘩𝘦𝘪𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯. 𝘈𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘧𝘶𝘯𝘥𝘴 𝘢𝘳𝘦 𝘴𝘰𝘭𝘥 𝘰𝘯𝘭𝘺 𝘵𝘰 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴, 𝘢𝘯𝘥 𝘰𝘯𝘭𝘺 𝘣𝘺 𝘮𝘦𝘢𝘯𝘴 𝘰𝘧 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵𝘴 𝘵𝘩𝘢𝘵 𝘪𝘯𝘤𝘭𝘶𝘥𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘳𝘪𝘴𝘬𝘴, 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦, 𝘢𝘯𝘥 𝘦𝘹𝘱𝘦𝘯𝘴𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥𝘴, 𝘢𝘭𝘰𝘯𝘨 𝘸𝘪𝘵𝘩 𝘰𝘵𝘩𝘦𝘳 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯. 𝘈𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘪𝘯 𝘢𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘧𝘶𝘯𝘥𝘴 𝘪𝘴 𝘴𝘱𝘦𝘤𝘶𝘭𝘢𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵 𝘳𝘪𝘴𝘬𝘴.

10/15/2026

A great caddie does not play the shot. They help the player focus on what matters most, block out the noise and trust the plan. At RBC Wealth Management, that is exactly what we do for our clients every single day.

RBC ambassador Shane Lowry captures the power of that kind of partnership better than anyone. Watch and see why the caddie-player relationship is one of the best analogies for what great advice looks like.

10/14/2026

According to our 2026 Women and Wealth survey, more women than ever are choosing to give while living. Whether it’s philanthropy or passing wealth to the next generation, women are prioritizing their impact earlier and faster than we’ve seen before. It’s about building a legacy you can witness today.

Interested in learning more about the 'giving while living' trend? Explore the full findings from our survey here: https://bit.ly/3W5QsJu

10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolio’s roster and make sure you’re positioned for a winning season.

10/08/2026

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

09/30/2026

Women are redefining what it means to build wealth. Our latest 2026 Women and Wealth survey explores how baby boomers, Gen X and millennials are closing the wealth gap and reaching new financial heights, with millennials leading the charge as executives and entrepreneurs.

See how these changemakers are building real momentum and setting the benchmark for future generations.

09/29/2026

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

09/28/2026

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.

𝘛𝘩𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘱𝘰𝘭𝘪𝘤𝘺 𝘪𝘴 𝘯𝘰𝘵 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘤𝘳𝘦𝘥𝘪𝘵, 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘭𝘦𝘯𝘥𝘦𝘳 𝘰𝘳 𝘣𝘢𝘯𝘬 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘴 𝘰𝘧 𝘙𝘉𝘊, 𝘢𝘯𝘥 𝘤𝘭𝘪𝘦𝘯𝘵 𝘩𝘢𝘴 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘵𝘰 𝘤𝘩𝘰𝘰𝘴𝘦 𝘢𝘯𝘺 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘳. 𝘈𝘯𝘺 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦𝘴, 𝘸𝘢𝘳𝘳𝘢𝘯𝘵𝘪𝘦𝘴, 𝘰𝘳 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴 𝘢𝘭𝘭𝘰𝘸𝘦𝘥 𝘣𝘺 𝘳𝘪𝘥𝘦𝘳𝘴, 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘤𝘭𝘢𝘪𝘮𝘴-𝘱𝘢𝘺𝘪𝘯𝘨 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.