Senior Vice President - Financial Advisor, Senior Consulting Group
Strategic — I believe the most effective way to capitalize on positive market trends is to generally be invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given my client’s risk tolerance, time horizon, and financial goals.
I am a financial advisor experienced in implementing strategies and solutions to help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. I strive to enhance retirement through dividend and interest paying investments. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine. RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact me if you are interested in a complimentary insurance policy review.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
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Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
