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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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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

2025 Outlook: Beyond the horizon

Audio commentary | 2025 Outlook: Beyond the horizon

Janet Engels and Tylar Lunke look back at key takeaways from 2024 and discuss highlights from the Global Insight 2025 Outlook.

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