First Vice President - Financial Advisor, Senior Portfolio Director Group
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am able to offer advice around your whole financial life. My integrated approach looks at your assets, your liabilities, your long-term and short-term needs. In this way, I can help you maximize the impact of your financial resources, whether you are in pre-retirement or fully retired, seeking income, and/or estate planning solutions.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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