Hardee Investment Group at RBC Wealth Management

06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

05/29/2026

AI has been all the rage, but quantum computing may be tech’s next big thing, with the potential to revolutionize diverse fields like science, logistics, finance, and medicine. While the timing of its commercial viability is uncertain, many governments see it as a cornerstone of long-term economic competitiveness and national security. Frédérique Carrier, Managing director and head of Investment Strategy for RBC Wealth Management in the British Isles and Asia, discusses four key points where the technology is today and why we as investors should pay attention to it.

AI has been all the rage, but quantum computing may be tech’s next big thing. While the timing of its commercial viability is uncertain, many governments see it as a cornerstone of long-term economic competitiveness and national security.

05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

04/20/2026

It's a new era of wealth transfer with trillions set to pass to younger generations. Are you prepared? Many Americans haven’t talked about their intended legacy. Our wealth transfer guide can help you pass on family money and values with clarity.
https://bit.ly/4mLpYqa

03/20/2026

Financial advice and data can help business owners thrive. Running a business involves many moving parts and it is impossible to be an expert at all of them. Reach out to see how I can help.

https://bit.ly/3Pk3Oyw

03/11/2026

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.

02/25/2026

Don't let January's low inflation numbers fool you. RBC Economics breaks down the tariff pressures hiding beneath the surface.

Here’s how we’re reading inflation in the U.S. right now. This was one of the lower month-over-month prints in January since the pandemic. But, tariff pressures are being masked by declines elsewhere. RBC Economics’ Michael Reid, Carrie Freestone and Imri Haggin explain why we don’t expect t...

01/28/2026

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

01/27/2026

Want your business and employees to thrive after you retire? Have you considered an ESOP? I can answer your questions and help you plan.

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 see Legal and Tax Advice: https://bit.ly/49XHaT3