Vice President - Branch Director, Consulting Group
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.
As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.
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.
November 4, 2017
Stay or roll? Understanding your retirement distribution options
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
November 15, 2019
June 1, 2018