Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
As our client it's our goal to help you feel informed, empowered and confident about your choices. We work with you to understand your unique needs and customize a plan that helps achieve your goals and dreams. We can help you with: investment portfolio design, college funding options, retirement and estate planning strategies, insurance (life and LTC), and company retirement plan solutions. We welcome the opportunity to work with you, your family and your business to develop solutions that simplify your life and assist you in successfully navigating your financial future.
Our philosophy is Dream big • Plan well • Live fully.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity.