Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus
I help people attain financial independence and freedom. I believe in non-negotiable integrity, clarity and a genuine commitment to my clients’ life goals. I pride myself in building long-term client relationships. My goal is to be your personal "CFO".
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.
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.
No matter where you are in life, or what your needs are, you can depend on our expertise to build a comprehensive plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
October 23, 2017
Social Security At-a-glance
Retirement Plan Update