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.
The U.S. stock market seems to be a bit out of sync with the recovery paths for corporate earnings and the economy. The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy, and the implications for equities. 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
May 4, 2020
We continue to look at unique indicators and analyze what happens to the stock market as these readings are digested by market participants.