Customized comprehensive wealth management.

Why work with me? 

When deciding on a financial advisor, I sincerely believe a client must select a partner who is competent, accessible, resourceful, and most importantly, someone they can trust. A client/advisor relationship cannot be successful without all of these important characteristics, which is why I pride myself on combining a defined, goals-based wealth management approach with a high level of service and client education.

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Beyond your money banner Take control -- listen, subscribe, refer, and learn more about the podcast HERE. My podcast is also available on all major streaming services. 

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »


Michael Dukovich


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