Senior Vice President - Financial Advisor, Consulting Group
I primarily serve affluent individual investors and their families. By teaming with RBC Wealth Management, my Registered Client Associate, Aimee Funk, and I have significant resources available to help provide innovative strategies and solutions that are specifically tailored to meet the needs of each of our clients. We are unwavering in our belief that our fiduciary responsibility is first, foremost, and primary to the trust we share with our clients. The following is a list of services available:
I believe that the most effective way to successfully invest in historically volatile markets is to be invested in a broad and diversified range of asset classes which would include equities, fixed income, alternative assets, and cash as appropriate given each client’s unique risk tolerance, time horizon, and financial goals.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
Social Security: At a glance
November 28, 2022
August 24, 2022
Trend & cycle roadmap
The cycle of market emotions
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.