Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Helping to create financial security and peace of mind for individuals and their families through detailed analysis and understanding of their needs and goals is paramount to our business. We tailor our investing to each individual and do not believe that “one size fits all”. We focus on providing a high level of service and ongoing communications with our clients.
Life's transitions, such as getting married, having children, paying for college and retirement can often make for uncertain times. And retiring at 65 with the real possibility of living another 30 years can raise the concern "will I outlive my money"?
While many in this industry focus on the portfolio, we focus on what YOU want to achieve in your life - then we put the pieces of your financial puzzle together.
The finished product is a concise, understandable wealth management plan that helps you enjoy life, and worry less about finances.
We accomplish this with the help of my RBC Wealth Management team of professionals, including our Wealth Strategist, Insurance and Trust Professionals and others.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.
June 1, 2023
Global insight weekly
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
