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. 

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

The changing and unchanging shape of things

While Joe Biden is projected to win the election, it appears he’ll have to work with a status quo, i.e., divided, Congress. We look at what such an ongoing balance of power would mean for the equity market and economy. 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.

Learn more about the CARES Act

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.

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Latest Insights

At home with RBC: Wine wiz

Andrea Robinson, world-renowned master sommelier, former dean of the French Culinary Institute and the winner of three James Beard Awards, shows you how to taste wine like a pro.

Read more