Managing Director - Financial Advisor, Senior Consulting Group
Sally specializes in providing personalized, custom wealth management solutions to high-net-worth individuals, families and institutions. Through her expertise and experience, she develops long-term strategies for her clients to help them create and protect their wealth.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call me today to discuss how I can put the steps into action for you.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
September 11, 2019