First Vice President - Financial Advisor, Consulting Group
Life can be challenging. Work, family, children and social responsibilities can absorb your time and emotional energy, leaving you ill-equipped to take on more. And, making financial decisions can seem overwhelming.
I have learned that by taking the time to simply sort out my clients’ financial goals, identify their priorities, create a plan and then take action, my clients begin to feel more in control of their financial situation and, as a result, their lives.
My true value as your financial advisor is to:
My clients come to me with many questions and concerns:
I help answer those and many more questions by first fully understanding my clients’ financial picture and creating a vision of their future with a customized plan. Each and every investment we make has a purpose and is aligned with their investment goals.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.
See the impact of your money decisions before you make them, with RBC WealthPlan.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »