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.


SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact me if you have questions about your plans for retirement and the SECURE Act changes.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

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Latest Insights

Why investors should pay attention to emerging market equities

Apr 09, 2020 | Frédérique Carrier

We zero in on the action in emerging markets, size up the challenges facing this asset class, and suggest how to position portfolios.

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Latest Insights

Market update: A very different kind of crisis

Apr 08, 2020 | Kelly Bogdanova and Christopher Girdler, CFA

Information about coronavirus impacts on RBC Global Asset Management's U.S. GDP estimates, and thoughts on equity and fixed income strategy.

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