Vice President - Financial Advisor, Advanced Wealth Manager
It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles? Read the full economic outlook in the latest edition of Global Insight.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
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.
As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.
July 22, 2020