First Vice President - Branch Director - Senior Portfolio Manager - Portfolio Focus
I work with high net worth individuals, business owners, and their families to help them achieve their financial goals. Together, we create and implement comprehensive wealth management strategies to help accumulate, protect and transfer our clients’ wealth in addition to helping convert this wealth into an income during retirement.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
August 13, 2019
September 16, 2019
October 6, 2017
The Benefit of a Primary Advisor Relationship
October 24, 2017
Social Security At-a-glance
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