Senior Vice President - Financial Advisor, Consulting Group
My top priority as a financial advisor is providing my clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, I have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.
At RBC Wealth Management my clients will enjoy the attention they expect from me, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.
I invite you to explore my website to learn more about what sets RBC Wealth Management apart and why I've put my trust in RBC Wealth Management as my new business home.
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Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.