Senior Vice President - Branch Director, Consulting Group
I lead a team of financial professionals that provides comprehensive, objective advice and customized investment solutions for high net worth individuals and families. My team believes in long term relationships and wants to be your first call when you have financial questions or concerns. We strive to be your Primary Financial Advisor.
Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 20, 2017
October 6, 2017
About RBC Wealth Management
October 23, 2017
Social Security At-a-glance
The 13 Wealth Management Issues
January 17, 2020
Global Insight Weekly
February 4, 2020