First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus, Accredited Wealth Manager
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.
Helping to create financial security and peace of mind for individuals and their families through detailed analysis and understanding of their needs and goals is paramount to our business. We tailor our investing to each individual and do not believe that “one size fits all”. We focus on providing a high level of service and ongoing communications with our clients.
Life's transitions, such as getting married, having children, paying for college and retirement can often make for uncertain times. And retiring at 65 with the real possibility of living another 30 years can raise the concern "will I outlive my money"?
While many in this industry focus on the portfolio, we focus on what YOU want to achieve in your life - then we put the pieces of your financial puzzle together.
The finished product is a concise, understandable wealth management plan that helps you enjoy life, and worry less about finances.
We accomplish this with the help of my RBC Wealth Management team of professionals, including our Wealth Strategist, Insurance and Trust Professionals and others.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Learn more about us.
December 6, 2019
Global Insight Weekly
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
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