Deep-rooted philosophies

I have a message. And it’s an important one. I take what I do not just seriously but very personally.

Most firms worth their weight in salt offer similar services, products and capabilities, and RBC Wealth Management is one of the best.

But it's not just about the firm. You work with the individual Advisor and like his or her approach. You agree with their philosophy; it makes sense to you. You choose an Advisor’s personality, someone you communicate well with and will enjoy working with over the years. And you believe in their character, honesty, integrity, caring and trust.

That said, I hope you enjoy my website and take something useful away from it…hopefully a glimpse of who I am, what I believe, what I do, and just as important, what I don’t do.

How do you take your coffee?

If something jumps out and grabs you … or forces a raised eyebrow … or makes you say something like, “Huh? Is he serious? Did he really say that?” then please feel free to contact me. I don’t bite. I’m not here to twist your arm (just the opposite is true). I promise not to try to sell you anything. That’s not what I do or who I am, and I have nothing to sell you or the world except myself.  

We can chat by phone or you can stop in for a visit. The coffee is always fresh and the furniture is pretty darn comfy. You have nothing to lose and you may quite possibly learn something new or clear up something that has been on your mind. The worst you will ever do is leave with a very worthwhile book as a parting gift.

Latest Insights

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As earnings go, so goes the market

Aug 05, 2022 | Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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