Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
A financial goal plan is integral to successful planning for retirement, and it is a key component to what I offer my clients. I manage investment capital for my clients via the stock and bond markets using individual securities, mutual funds, CEF's and ETF's as well as professionally managed separate accounts. I specialize in investment plans designed to maximize income from investment capital, with an appropriate amount of risk for the individuals involved. My clients are families, individuals and company retirement plans.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
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Protecting your identity
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »