First Vice President - Financial Advisor
I work with individuals and families developing comprehensive retirement plans. I develop savings plans to help grow wealth, income plans for clients close to retirement, and preservation plans aimed at protecting wealth for other family members. I offer a wide array of investment and insurance products to help my clients achieve their retirement planning objectives. In addition, I offer fee-based planning.To help me complete my work, I have the resources and support of a global firm with a small firm feel, providing me the freedom and flexibility to implement strategies and offer products best suited for my clientele.
What makes me unique is my intense focus on continued learning and professional development. My goal is for each client to have a high level of confidence and satisfaction that my knowledge and ability will lead to a successful plan for their future.
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.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 30, 2017
Social Security: At a glance