Let me help you grow more than wealth

Mission Statement

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. 

Will political turbulence roil equities?

As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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