Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.
While Joe Biden is projected to win the election, it appears he’ll have to work with a status quo, i.e., divided, Congress. We look at what such an ongoing balance of power would mean for the equity market and economy. Read the full economic outlook in the latest edition of Global Insight.
I provide wealth management services to a clientele of high net worth families. I help them make more informed decisions about their money and the growth and protection of their assets and estate. My aspiration is to build lasting, meaningful relationships based on trust, integrity and superior client service. Guiding you through the stages of wealth with a plan and helping you to meet your financial goals is my number one objective. I recognize that preserving and growing wealth and income for my clients is extremely important, allowing me to become their top financial advocate.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Andrea Robinson, world-renowned master sommelier, former dean of the French Culinary Institute and the winner of three James Beard Awards, shows you how to taste wine like a pro.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
January 15, 2020
November 19, 2020
Global Insight Weekly
June 1, 2018
October 30, 2017
Social Security: At a glance
Learn more about us.