First Vice President - Branch Director, Portfolio Manager - Portfolio Focus
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
Our mission is to provide innovative investment solutions and counsel to select individuals and their families. We offer advice, guide, and motivate our clients to implement strategies that help simplify their lives, as well as grow and preserve their capital. Our team works in concert with our clients' other advisors, such as Certified Public Accountants and attorneys to formulate customized and comprehensive strategic life solutions. Our expertise is acting as your primary financial advisor. In this role, we coordinate with all of your other professional advisors to ensure that your wealth management plan supports all of your long term financial goals. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.