Senior Vice President - Financial Advisor, Senior Consulting Group
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.
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.
Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of 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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Retirement income planning: Issues/process/strategies
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Municipal bonds — common terms
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The donor advised fund
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Global Insight U.S. Recession Scorecard
2021/2022 dollar limitations for retirement plans
The relationship between government bond yields and exchange rates is more complex than many investors realize.