Managing Director - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
My equity strategy centers around buying high quality companies with a solid long-term outlook, when short-term conditions, either market related or company specific, create an attractive entry price. I believe that income is an important aspect of total return and therefore seek stocks with an attractive dividend profile and utilize covered call writing to manufacture additional return. My fixed income strategy focuses on a core high quality bond ladder, which may include municipal bonds, CD’s or corporate bonds. I will often supplement this portfolio with funds that invest in high yield corporate or foreign bonds, to provide yield enhancement and diversification to the bond portfolio.
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.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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RBC Wealth Management retirement plan solutions