Senior Vice President - Financial Advisor, Consulting Group
My name is Norman Lehrer. It is important to me that I know my clients, their families and their goals. Often times, the financial future of generations is entrusted to me, and there is nothing I value more than making sure I understand and help achieve the goals, dreams and obligations of the family.
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 »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.
May 10, 2022
Social Security: At a glance
January 9, 2024
Municipal market insight
May 18, 2022
Compounding Advantages of Zero Coupon Municipal Bonds
May 20, 2022
RBC Wealth Management: Your fixed income advantage
