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.


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.

 

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.