Senior Vice President - Financial Advisor, Portfolio Director Group
From the beginning of our careers in the investment industry, we’ve made having the best interest of our clients in mind the cornerstone of our practice. Adhering to this basic fiduciary principle builds trust and leads to a solid working relationship with our clients, allowing us to function as a team. Understanding that investing is a long-term proposition, we focus on creating long-term plans and strategies to achieve our client’s financial goals. Then we find the most efficient path to meeting those goals. Throughout our relationship we use every opportunity to educate and inform our clients about our business. We believe clients who are better informed and more comfortable with investing ultimately have better experiences and better outcomes. Finally, we work closely with other professionals who are engaging our clients (accountants and CPAs) to ensure a unified effort and comprehensive strategy.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Professional advice is essential for complex financial situations—a tax surprise can hit at any time.
