Senior Vice President - Branch Director, 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.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
October 20, 2017
RBC Retirement Income Planning
October 24, 2017
Social Security At-a-glance