Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
June 1, 2023
Global insight weekly
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t