Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
Brooke was recently featured in a “Women of RBC” campaign designed to recruit female financial advisors to RBC WM as well as encourage other women at RBC to consider a career in financial advisory. Watch her video below.
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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As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.
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.
Working with your family to develop a wealth mission statement can chart an intentional course for the future.
January 9, 2021
My brochure
November 8, 2019
Brooke named 'Women Worth Watching' List 2019
November 7, 2019
Quarterly Newsletter
May 20, 2022
Our guided portfolio solutions
May 10, 2022
Social Security: At a glance
September 18, 2023
Market week
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.
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.
