Senior Vice President - Financial Advisor, Portfolio Director 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 2025.
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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Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.
