Senior Vice President ‑ Financial Advisor, Portfolio Director Group
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What legacy do you want to leave? Our firm research found, across generations, leaving a legacy that passes on financial security, values and family harmony are the top priorities for wealthy individuals. Let’s talk about how I can help you plan for your legacy.
With people living longer and health-care costs increasing, long-term care insurance is a wise financial consideration at any age. Let's schedule a meeting to discuss long-term care coverage to help provide for future illnesses or accidents.
If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline.
Social Media
View my social profiles on
What legacy do you want to leave? Our firm research found, across generations, leaving a legacy that passes on financial security, values and family harmony are the top priorities for wealthy individuals. Let’s talk about how I can help you plan for your legacy.
With people living longer and health-care costs increasing, long-term care insurance is a wise financial consideration at any age. Let's schedule a meeting to discuss long-term care coverage to help provide for future illnesses or accidents.
If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline.