Senior Vice President - Financial Advisor, Consulting Group
Taxpayers now have an extra three months to file and pay their taxes. Because the date for filing federal income tax returns has been extended, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020. Contact me to learn more.
Irene has been helping clients achieve their financial goals for over 35 years. She develops and tailors tax efficient portfolios designed to help meet each client's individual investment objectives. Irene employs risk management strategies such as diversification and appropriate asset allocation for each situation. A primary focus of her practice is working with clients who are gearing up for retirement. By planning ahead and ultimately converting the appropriate portion of their wealth into a protected stream of income using high quality taxable or tax free bonds, clients can live the retirement they planned for. Each year from 2001 to 2013, Irene was named to RBC's prestigious President’s Council for her outstanding performance and named to RBC's Director's Council from 2014 through 2018.
As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.
Want to discuss how this applies to your situation? Contact me for more information.
October 6, 2017
About RBC Wealth Management
Strength You Can Trust
August 2, 2018
Client Privacy at RBC Wealth Management
October 20, 2017
Our Approach to Wealth Management
Estate Planning Basics
RBC Capital Markets' Strength in the Municipal Bond Market
Fixed Income Ladders
Social Security fundamentals
August 3, 2020
Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends.