Senior Vice President - Financial Advisor, Senior Consulting Group
Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Even with the best of planning, sometimes surprises occur during tax season. If you are thinking about selling securities to pay a tax obligation, consider a short-term, flexible financing solution with RBC Credit Access Line from the Royal Bank of Canada, instead. Done prudently, it can help keep your investments working toward long-term goals. It may also help you avoid potential taxes and fees associated with selling securities. Contact me today to learn more.
Insurance is foundational to your financial health and well-being. As you consider life insurance options, it’s important to have a protection strategy based on your current situation, and flexible enough to change over time. As your financial advisor, I can help you assess and manage your protection needs, and determine the steps we need to take to safeguard what is most important to you. Together, we can protect you and your loved ones from financial hardship, should the unexpected occur. Contact me today for a complementary protection consultation.
As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a unique set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, I am committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact me today to discover how I can be of service to you.
Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact me today for a complementary consultation.
I am very proud to have been featured in Forbes. I invite you to read Five Things You Should Know About Selling Your Business and contact me to discuss selling your business.
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