Senior Vice President - Financial Advisor
As a Financial Advisor at RBC Wealth Management, I provide clients with three basic services:
Through close and consistent communication, I tailor an investment strategy that fits each client’s current and long term investment goals. My process includes:
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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September 18, 2023
As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.