Hardee Investment Group at RBC Wealth Management

07/04/2026

Wishing everyone a Happy 4th of July!

06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

06/25/2026

If you own a business, your biggest financial questions may sound something like this:

•What's my business worth?
•When's the right time to sell?
•What transition option fits my goals?

We've got a resource built around exactly those questions. Let's talk through it together.

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.