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Help protect all the things you’ve worked hard to acquire from loss, like your homes, autos, watercraft, aircraft and collectibles. Ask me about our RBC Echelon partners that advise on risk management strategies for your multiple properties and high-end collectibles.
Interested in tax-advantaged investments? RBC Capital Markets is a leader in the issuance of municipal bonds which provide diversified investments and tax advantages to high-net-worth and ultra-high-net-worth individuals
RBC Capital Markets U.S. continues its strength in the municipal bond market with 354 negotiated deals as #2 lead manager in 2024, helping RBC Wealth Management clients build diversified and tax-advantaged portfolios. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf
Planning ahead is key to feeling prepared for college education costs for yourself or your loved ones. Message me to learn more about the many options available to save and pay for education.
Did you know that children often understand concepts like saving and spending money as early as age six? Message me for resources to help you begin teaching your child financial fundamentals.
Happy spring! What ideas are sprouting in your mind with this change of seasons? Let’s talk and make them come to life!
Did you know women’s sports are in a dramatic growth period? Features such as unique investment models and shorter media rights deals make it an appealing market for investors.
Don’t let tax season catch you off guard. Organize and review your deductions Have financial questions? Call or message me today.
Hope you have a festive St. Patrick’s Day! May the luck of the Irish be upon you.