Let me help you grow more than wealth

My investment philosophy

The key to my investment philosophy is income. I believe in a balanced approach in building a portfolio. The fixed income component can be allocated to certificates of deposit, corporate bonds, or tax-free municipal bonds. The growth component is placed in quality blue chip dividend growth stocks of both U.S. and global companies. I believe companies that generate free cash flow after all expenses are in the best position to expand their business and increase their dividends. This portfolio construction permits clients to receive a steady flow of income and the potential for capital growth to keep up with today’s ever increasing expenses. In addition to providing balanced investment portfolios, I specialize in IRAs, retirement plans, gifting strategies, and financial plans.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2022.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2022
Fair Market Value Statement January 31 2022
1099 Tax Information Summary February 15, 2022
Income Summary (FYI Statement) February 28. 2022
REMIC Tax Information Summary March 15, 2022
1042-S April 1, 2022

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2022
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 8, 2022
5498 June 1, 2022
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2022

Latest Insights

Closeup of man using calculator and spreadsheets

How do currency markets affect fixed income investment?

Sep 29, 2022 | Atul Bhatia, CFA

The relationship between government bond yields and exchange rates is more complex than many investors realize.

Read more