Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Melanie focuses on guiding investors from their careers through their retirement years. She believes clients deserve personalized planning, ongoing support and prudent strategies, so she dedicates significant time and resources to understanding clients as individuals and investors. Melanie works not just to help clients achieve long term goals- but also maintain liquidity to support their current lifestyles. Additionally, she begins each relationship with a cash-flow analysis designed to align clients' liabilities and spending habits with their long term objectives. From her perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.
On March 11, 2021, President Biden signed the $1.9 trillion American Rescue Plan Act of 2021. The economic stimulus package follows in the wake of the $2.3 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 and the nearly $915 billion stimulus included in the Consolidated Appropriations Act of 2021, passed in December 2020. The majority of the new provisions are for 2021 only and build upon aid measures Congress approved last year. Learn more.
Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
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Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. I am also committed to consistent and valuable communication, because it's essential to a partnership. This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary. I see it as one more way for us to stay connected.