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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.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Let's take the next step together

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

Latest Insights

Why are U.S. equities rallying while Main Street struggles?

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

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