Looking to avoid over spending this holiday season. Here's a good article on #Christmasbudget - theguardian.com/money/2007/d…

Looking to stay in shape during the holidays - especially as so many are forced to stay inside. Here are some tips to keeping fit - healthline.com/nutrition/tip… #HolidaySeason

Welcome to my new family at RBC financial management.

Looking to better understand the world of finance? The National Endowment for Financial Education (NEFE) champions effective financial education. nefe.org/

Are you prepared for the increase risk volatility may have on your portfolio? Reach out and let’s set up time to review your plan and navigate these volatile times together. morganstanley.com/articles/a…

Market volatility has become a fact of life, but what does that mean for your investments? We can help you navigate through these volatile times by reviewing your plan, making adjustments as necessary, and keeping you informed along the way. morganstanley.com/articles/a…

As the world reopens, you may want to think about revisiting your financial plan. Get started by answering these key questions: morganstanley.com/Themes/new…

When markets get choppy it helps to have a plan in place to help keep you on track. We can work with you to identify your goals and tailor a plan that is flexible enough to grow with your family as things change. Learn more: morganstanley.com/what-we-do…

On average, it now costs $49,870 per year for tuition, fees, room and board for a four-year private college. While this may seem overwhelming at first, you can start investing for future education expenses today with a 529 plan. Learn more. morganstanley.com/articles/c…

We’ve identified some strategies that may allow you to participate in market upside while reducing risk. Learn more: youtube.com/watch?v=fd5STm0a…

Worried about generating consistent retirement income during turbulent markets? Consider these approaches: morganstanley.com/articles/r…

It’s 529 Day! With a 529 plan you can invest in your child’s future and maximize education savings. Remember that we can navigate these uncertain times together, and work to keep you on track with your education goals. morganstanley.com/articles/c…

Sandra Richards, Head of Global Sports and Entertainment at Morgan Stanley Wealth Management explains key areas professional athletes should consider to support their long-term financial goals. Check out the article here: worth.com/how-professional-a…

Panic selling may be the single most damaging thing an investor can do in a bear market. Learn more about mistakes to avoid—and what to do instead: morganstanley.com/articles/t…

Staying on track with your goals is easier when you’re not alone. Learn more why advice matters: morganstanley.com/articles/a…

If and when markets recover, how could your portfolio perform? Morgan Stanley has some of the most sophisticated risk analytics that I can use to help you better manage your portfolio. Contact me today to get started. players.brightcove.net/64439…

These uncertain times are a reminder of what’s truly important to us: our families and their future. These ideas can help you put your children and grandchildren on a path to financial literacy and stability. morganstanley.com/Themes/fin…

COVID-19 is causing severe economic uncertainty and fear in the financial markets. The impact on your portfolio may be significant. Let us analyze your risk and model changes to help keep your goals on track. players.brightcove.net/64439…

Learn why you should work with an advisor who’s able to assess your whole balance sheet when making decisions about retirement income strategy. youtube.com/watch?v=-ZFPdUDP…