The best returns are more than financial


Value statement

I help individual investors and small businesses identify, manage, and achieve their financial goals.

Whether your goal is saving for college, planning for retirement or generating income while in retirement, we will design a flexible portfolio that meets your needs and adapts to life and market changes. Our client centered approach enables us to focus on each client, one at a time and really tailor solutions to meet their goals. This may include tax-free bonds, stocks, mutual funds, alternative investments, managed futures, private money managers, annuities, insurance and more. My goal is to exceed your expectations and drive business growth through referrals.


Buying power: Will the U.S. consumer continue to drive growth?

With wages rising and a tight job market, we look for a healthy U.S. consumer to underpin continued economic growth in 2020. 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.

Latest Insights

Equities and the U.S.-Iran conflict

Jan 10, 2020 | Kelly Bogdanova

We look at why it’s not too surprising markets were not overly rattled by the U.S.-Iran saber-rattling, and why we’re still constructive on equities.

Read more

Latest Insights

smiling african american woman using digital tablet and credit card in cafe

Buying power: Will the U.S. consumer drive economic growth in 2020?

Jan 08, 2020 | RBC Wealth Management

RBC Capital Markets’ chief U.S. economist Tom Porcelli sees the longest-ever economic expansion continuing, underpinned by a healthy U.S. consumer.

Read more