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First Vice President - Financial Advisor, Consulting Group
I am nothing if not a good listener. Knowing my clients and understanding their hopes and dreams, for themselves and for their families, is one of the most important services that I provide. I realize that this is not a new concept. But, in this high-tech world of speed and efficiency, taking the time to stop, listen, and plan is more important than ever. As I listen, I help my clients develop a financial road map that will become the cornerstone of their fiscal house. It will tell me where you are now, where you want to be, and how you are going to get there. Ultimately it will allow me to fulfill my primary responsibility to my clients which is protecting their current and future lifestyle.
I believe that a diversified portfolio of global stocks, bonds, commodities, cash and alternatives is the backbone of excellent money management. I know that asset allocation works and the riskiest thing you can do is be concentrated in one position. But, while applying asset allocation as a tool, it is imperative to use our heads. There are times that certain asset classes do not make sense and buy, hold and hope is not a viable strategy. I believe that performance is important. Clients need to stay ahead of taxes and inflation to maintain their lifestyle. I know that performance relative to risk is most important. Experiencing less dramatic highs and lows is the key to growing wealth.
With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
June 5, 2023