My approach

I strongly believe that good communication is the key to identifying and achieving each client’s individualized financial goals. For this reason, I invest a considerable amount of time up front to assess each client’s needs, risk tolerance, time horizon and tax situation, in order to formulate a plan that meets your expectations for the future. Based on this information, and considering changing market conditions, I will make recommendations to fine-tune your portfolio. Ongoing, open communication will ensure that future changes in your financial situation or needs can be addressed quickly and in the most satisfactory manner possible.

Leading clients through economic cycles is a skill only acquired through extensive experience with volatile markets and the myriad of available investment vehicles. I bring a wealth of knowledge in both of these areas, and welcome the opportunity to work alongside your CPA, attorney, and any other professionals in order to provide you with the most comprehensive and successful financial strategies possible.

I specialize in creating balanced investment portfolios with a prudent and risk-conscious approach to their construction and management. Investment alternatives can range from the most secure to those with much higher return potential and are driven by each client’s unique situation. Many clients own a combination of CDs, mutual funds, bonds, stocks and alternative vehicles, all of which will be considered in developing a wealth management plan that works for you.
 
Disclosures

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Mark Elliott, NMLS # 1860961 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.