Senior Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
Distinguished by a long heritage of financial strength, 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.
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.
The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact me to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.
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.
Fired by a fresh impetus to turn ambition into action on climate change, we’re seeing a turning point for this global challenge in 2021. With government action enhanced by private sector innovation, new technologies and industries will likely emerge in a green economy, opening up investment opportunities. 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.
August 13, 2018
Municipal Market Insight
October 26, 2017
Social Security At-a-glance
Safeguarding Assets for the Elderly
June 1, 2018
February 4, 2020
Daily Market View
October 20, 2017
Retirement Plan Solutions