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.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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