RBC

Originally posted @ allaboutestates.ca on October 27, 2015: I had the pleasure of presenting at the RBC- DS ‘Capitalize on Change’ conference and a recurrent theme was the need for balance in our lives. We are all so busy. Add caregiving to a 50 hour + work week and something has to give; and typically […]

Originally  published at rbcadvicecentre.com Seniors Finance and Caregiving As we age, we face new challenges and have different financial needs. Seniors Finance and Care is a new part of the RBC Advice Centre where we will be sharing advice and information on a range of topics that are relevant for Seniors and their families – […]

Originally published in allaboutestates.ca on July 4, 2014: Last week I had the pleasure of presenting as part of a panel at an Estate Planning Workshop organized by Mr. Christian Steinbock from Dominion Securities. I was joined by Ms. Indra Bharat, Financial Planning Consultant with RBC and Mr. Ismail Barmania, Estates and Trust lawyer at […]

PostmediaNovember 28, 2013 (National Post, Ottawa Citizen, Montreal Gazette,Vancouver Sun) There comes a time in every family where discussions should take place about the financial and insurance needs of aging parents. It’s not simply about covering the financial bases. There are also decisions to be made about their care and comfort. From financial planning and […]