Jeffrey Ball

Financial empowerment

Vision

Mr. Ball works to help create financial security and peace of mind for individuals and their families. Many of his clients are worried about the volatility of the markets and the stability and safety of their investments. He designs customized portfolios which are balanced and diverse, while providing an appropriate level of income and growth for each family’s needs. Jeff explains financial issues and his investment rationale in depth to help empower clients and counteract the mystification and intimidation which is prevalent in this industry.

Jeff creates and manages investment portfolios for his clients. He prides himself on astute portfolio management with the goal of providing outstanding risk adjusted portfolio returns.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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.