#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Retire from work – Not life


Value Statement

I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.

 


Listen to the Word on Wall Street radio show

Holly Kennedy hosts the Word on Wall Street radio show Monday and Thursday at 7:43am on AM 1420 WOC. We invite you to tune in to hear the latest economic reports, market recaps, and recent news in the world of business.  View the links below for the most recent Word on Wall Street segment and archive.

Word on Wall Street Archive

Most Recent Word on Wall Street


Working with a Certified Financial Planner™ (CFP®) professional

There are a variety of attributes that you can expect from an advisor with the CFP® certification, including: 

  • being well-versed in developing integrated wealth management plans;
  • a robust theoretical and practical knowledge of investment products and services;
  • an unwavering commitment to the highest ethics; and
  • a steadfast commitment to putting your interests first.

How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step


Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on Contact.

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.