Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.
First, it must be good for the client. Second, it must be good for the firm. And lastly, for the broker. This adds up to a good investment.
We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. I am also committed to consistent and valuable communication, because it's essential to a partnership. This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary. I see it as one more way for us to stay connected.
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We would value the opportunity to discuss how we can help strengthen your financial future. Contact us today.
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November 19, 2018
2019/2020 dollar limitations for retirement plans
March 27, 2020
Global Insight Weekly
October 20, 2017
Estate Planning Pyramid
October 30, 2017
Social Security: At a glance
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.