The Great Falls Group at RBC Wealth Management

10/15/2026

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation. We may have additional resources to help prevent financial fraud as well. Please feel free to contact me.

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

09/24/2026

The urgency to set up your estate plan around the One Big Beautiful Bill Act has passed, but the advantages haven’t. Have you spoken to your estate planning attorney recently?

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

09/22/2026

It may feel like you’re still getting started on your savings when you hit your 30s, but being in a lower tax bracket can be beneficial for future growth. Learn more.

It may feel like you’re still getting started on your savings when you hit your 30s, but being in a lower tax bracket can be beneficial for future growth.

09/11/2026

It's back-to-school season. Is your child's education plan ready?

A new school year has a way of making the future feel closer. Backpacks, first-day photos, school supply lists. And for many families, it's also a natural moment to ask: are we doing enough to plan for what's ahead?

An educational savings plan is one of the most flexible tools available for education planning. Contributions grow tax-free, withdrawals for qualified expenses are tax-free and there are no income limits to participate. This season is a great prompt to start the conversation.

09/09/2026

What if your wealth plan reflected not just your portfolio, but your whole life?

Our 2026 Women & Wealth survey found 81% of high-net-worth women prioritize values tied to body, spirit and soul and they expect their financial advisors to integrate wellness conversations into their wealth planning.

True wealth goes beyond numbers. It’s about financial freedom that supports your mental, physical and social well-being, both today and in the years ahead.

Explore the full 2026 Women & Wealth survey to discover how women are redefining what wealth really means.

09/03/2026

Medicare is one of the most complex decisions you face and the wrong choice can be costly.

Last Thursday, RBC Wealth Management's vice president and wealth strategist Griffin Geisler walked us through what you need to know about Medicare Parts A, B, C and D in our complimentary educational webinar.

It was a practical conversation full of useful guidance, whether you are approaching eligibility or guiding a loved one through their options.

Missed it live? No problem. The replay is now available.

Watch it here: https://bit.ly/4gP6JcH

If you would like to have an in depth discussion, please get in touch.

09/01/2026

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations? This topic seems to be on everybody's minds.

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?

08/29/2026

Bill Ringham, Director of Private Wealth Strategies at RBC Wealth Management US, discusses the advantages of specialized lifestyle services that RBC Wealth Management offers to high net-worth clients.

08/27/2026

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization. A fascinating read. Happy to discuss.

Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization.

07/30/2026

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If you’ve already fallen in love with your home, the question is what your next chapter looks like.

I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made.

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐞𝐱𝐩𝐥𝐨𝐫𝐞 𝐰𝐡𝐚𝐭’𝐬 𝐧𝐞𝐱𝐭? Let’s connect