Senior Vice President - Financial Advisor - Senior Consulting Group
I provide financial guidance to wealthy families and women in financial transition through: client advocacy; investment expertise; and customized wealth management planning.
As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards
I am proud to have recently been featured in The New Yorker in a special feature addressing the top financial questions and concerns held by women at various stages of their lives.
Did you know that despite women playing a critical role in managing and transferring family wealth only 22% of women have a full wealth-transfer plan in place? At RBC Wealth Management, we recently took an in-depth look at 1,752 high net worth women to examine how they build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation. Download our Women and Wealth Transfer Report to learn more.
While the tariff skirmishes may involve more fireworks, we think the trade standoffs will ultimately be manageable for economies and markets. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t