Vice President - Financial Advisor, Portfolio Director
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.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
