Senior Vice President - Financial Advisor, Consulting Group
I am happiest when being charged with the task of helping my clients, friends, and family solve problems and establish a plan to achieve their goals. Designing ways to grow and preserve their wealth, create income and save money in taxes are most rewarding to me.
Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios. Read the full economic outlook in the latest edition of Global Insight.
Did you know that despite women playing a critical role in managing and transferring family wealth only 22% of women have a full wealth-transfer plan in place? At RBC Wealth Management, we recently took an in-depth look at 1,752 high net worth women to examine how they build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation. Download our Women and Wealth Transfer Report to learn more.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity.