Strengthening your financial securitySM


John's practice has one goal

At RBC Wealth Management, John's mission is to make a difference in the financial lives of his clients and their families. He also works with businesses by providing retirement plan services that are successful for the business, as well as the employees.


On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Have You Switched Jobs Recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Take the next step

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Latest Insights

The road to recovery for the U.S. Economy

Audio commentary: The road to recovery for the U.S. economy

Tom Porcelli, a Managing Director and Chief U.S. Economist at RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the post-COVID-19 U.S. economic recovery.

Read more