Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your Traditional or Roth IRA contributions before you file your taxes. You can make your 2024 contributions until April 15, 2025, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2024 traditional and Roth IRA contributions before April 15, 2025.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Your journey - Guided

My mission is to help you achieve the goals and experiences most meaningful to you. I believe having a trusted financial professional inspires confidence through compassionate and candid advice needed to help build, preserve, and live your legacy.

My retail clients

I am a fee based advisor within U.S. RBC Wealth Management. My client base is primarily accredited or qualified investors. As such, I have the ability to offer equity and debt solutions away from publicly traded markets. The cornerstone to my practice lies within wealth planning which in turn sets up retirement income solutions and distributions when the appropriate time comes. Formal planning, through a sophisticated software solution, provides the guidance and insight which allows me an unfettered look into building and maintaining an investment portfolio crafted to each client's individual need. Each client investment portfolio is unique unto itself.

My process

Throughout the last 6 decades in servicing my clients, I have refined a specific process that will hopefully provide you with the peace of mind you seek and the actionable steps to help build, protect, and share your wealth with the people and organizations most meaningful to you. For more information on the my process, please reach out for a complimentary conversation.