Vice President - Financial Advisor
As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »
My business provides a unique process of organizing the complex financial decisions and documents that are part of the planning process for successful individuals and families to achieve their goals. I also work extensively with credit unions, nonprofits, foundations, endowments, municipalities and Taft-Hartley plans in order to provide the guidance necessary for their investment committees to make prudent decisions in these uncertain times.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Conversations about values and wishes for their estate are as important as the planning itself.
July 10, 2023
Investor's Edge
