First Vice President - Branch Director, Portfolio Manager - Portfolio Focus
Be prepared for almost any financing need 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 smart, yet potentially untapped source of opportunity.
We help my clients make informed decisions about their financial future. Through a comprehensive approach we help our clients determine their goals and financial needs assisting them with their investments, insurance and a wealth management plan.
We recommend a solid asset allocation program which is adjusted according to the current market conditions utilizing Mutual Funds and Exchange Traded Funds, as appropriate. We provide both discretionary and non-discretionary management of your funds. Our goal is to take advantage of opportunities in the market place and preserve gains as they occur.
As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.
December 6, 2017
Wealth Monitor Newsletter - December 2017