First Vice President - Financial Advisor - Consulting Group
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.
The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact me to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.
At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.
I work with business owners, retirees, executives and their families to design a custom-built plan to help simplify their financial lives and live their ideal lifestyle. I do this by guiding clients through a seven-step process that develops a mutual understanding and includes regular plan reviews.
After determining your goals, I use your interview responses to determine your volatility comfort zone. I do not have a one-size-fits-all solution. Since everyone has their own tolerance for turbulence, I customize your portfolio with the goal to limit it for your volatility comfort zone and possibly use investments you already own so you do not incur additional charges.
We try to limit volatility by using Modern Portfolio Theory — a scientific formula that determines the proper mix of stocks, bonds, cash and sometimes alternative investments — with a tactical slant. The key to this program’s success is remaining disciplined to maintain the proper allocation, and rebalancing on a regular basis so we naturally “buy low and sell high.”
With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia. Read the full economic outlook in the latest edition of Global Insight.
I'm here for you
As COVID-19 continues to increase its impact, RBC Wealth Management is committed to protecting the health and safety of our employees, clients and communities. Accordingly, our physical branch office is closed until further notice to help stop the spread of the virus.
I remain reachable by phone or email and ready to serve you. Additionally, I encourage you to access your account via RBC Wealth Management Online.
I apologize for any inconvenience this branch closure may cause. I remain committed to serving you during this period of uncertainty. Please contact me with any questions or concerns.
Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.
December 13, 2017
About the CFP®
October 30, 2017
Social Security: At a glance
November 19, 2020
Global Insight Weekly
February 4, 2020
Daily Market View
January 12, 2021
Investor's Edge
January 7, 2021
Market Week
January 15, 2020
Technical Update
