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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.
The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?
See the impact of your money decisions before you make them, with RBC WealthPlan.
With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.
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