Senior Vice President - Financial Advisor, Senior Consulting Group
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.
I help individuals and families achieve financial security and peace of mind by offering a personal and comprehensive approach to wealth management. Identifying needs and goals is the first and most important step in the process. Then, I develop a plan to meet those needs and goals and adjust when unforeseen opportunities and challenges arise. Managing investments is an important part of most financial plans. I aim to take some of the fear and anxiety out of investing by creating diversified portfolios, customized with your specific objectives and risk tolerance in mind, and by encouraging a long-term perspective.
With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.
October 24, 2017
Stay or roll? Understanding your retirement distribution options
Interest rates will … fluctuate; your investment strategy shouldn’t
January 15, 2020
January 7, 2021
October 20, 2017
RBC Retirement Income Planning