Senior Vice President - Branch Director, Private Client Group, Consulting Group
My investment philosophy involves having my clients remove fear and greed from investing, and replace it with patience and discipline in their investment strategies. I help you understand that it is not "timing the market" that matters, but rather "time in the market" that counts toward reaching your goals with the best results. Client education is also important to our business and I encourage you to ask questions. There is no such thing as a "dumb" question-- only those that are not asked. The bottom line is, the money you entrust with us is yours, and access to it and information about it should always be a phone call away. We are here to serve.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
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, please contact me.
October 26, 2017
Stay or roll? Understanding your retirement distribution options
Interest rates will … fluctuate; your investment strategy shouldn’t
February 4, 2020