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.
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.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
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.
For college and tuition expenses, or any other major purchases this summer, consider RBC Credit Access Line for flexible financing and immediate access to liquidity. This short-term, asset-based line of credit allows you to use your investments as loan collateral and borrow money instead of selling your securities. Contact me today to learn more.