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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.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

Latest Insights

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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