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.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
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.
August 8, 2022
As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.