Senior Vice President - Financial Advisor - Senior Consulting Group
My job is to help you understand your financial situation. I want you to focus on life, I’ll take care of the financials.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.