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Personal wealth management

The job of a financial advisor has shifted — it’s no longer picking the best stock or bond and hoping it grows your portfolio. Simply working on a portfolio places your future in a silo. So many various aspects go into helping you accomplish your goals, including how your mortgage and other debt are structured, what happens if you sell your company or take it public, if your assets are protected in the event of a death in the family or the need for a long-term stay in a medical facility. My goal as your financial advisor is integrating myself into all of your crucial financial decisions, weighing the impact of how they may alter the progress to your larger life goals, and making sure you are aware of that impact — so you can weigh and make the correct decisions regarding your financial future.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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