Personal relationships. Global resources.

A simple approach to retirement

I work with individuals and families to help them navigate the complex world of retirement and estate planning. Together, we identify and implement those strategies that are most prudent for their long-term goals. Every individual's and family's circumstances are unique -- and through a consultative approach backed by the award-winning resources offered by RBC Wealth Management, my clients receive the attention they need and deserve to clearly understand their financial picture and various options available to them.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.

I can help you with

  • Retirement planning
  • Trust and estate planning
  • Inheritance and gifts
  • Insurance and annuities
  • Education savings
  • Leaving a legacy through endowments

Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

Apr 02, 2020 | Kelly Bogdanova

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

Read more