I take the time to learn about you.


Value Statement

As a Financial Advisor at RBC Wealth Management, I provide clients with three basic services:

  • I help increase income, build wealth, and lower taxes.
  • I pride myself on building close personal relationships with my clients. By knowing each client’s individual situation, I am better able to help them meet their financial goals.
  • I enjoy educating my clients and their families about the benefits of long term investing. As educated investors, my clients learn to ignore short-term market volatility, and focus on the benefits long-term investing.

 

Approach to Wealth Management

Through close and consistent communication, I tailor an investment strategy that fits each client’s current and long term investment goals. My process includes:

  • Understanding Your Financial Objectives — I listen to you in order to gain an understanding of your long term financial goals.
  • Gather Your Current Financial Information — Together, we gather specific information on your financial picture.
  • Recommend Suitable Investment Options — Based on your financial goals, your past investment experiences and the current economic and market situation, I will build a portfolio that you are comfortable and confident in owning. I will always explain why each component of your portfolio is timely, and why I believe it is suitable for you.
  • Providing Timely, Ongoing Service And Advice — As your portfolio and personal situation evolves, I will give you consistent updates on performance and new suitable investment opportunities that will help you meet your financial objectives.

 

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Taking the next step

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 click Contact. 

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Latest Insights

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Rally realities

Apr 12, 2024 | Kelly Bogdanova

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more