First Vice President - Financial Advisor - Consulting Group
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.”
In this fourth article in the SusTech series, we focus on FinTech, the convergence of finance and technology, which can help make economic growth sustainable by empowering unbanked populations. With the face of finance changing rapidly, we believe there will be investment opportunities in companies that effectively embrace the evolution. Read the full economic outlook in the latest edition of Global Insight.
RBC Wealth Management is here for you
As the U.S. begins to emerge from the COVID-19 pandemic, RBC Wealth Management is pleased to begin welcoming clients back to our offices, where local regulations permit.
We remain committed to protecting the health and safety of our colleagues, clients and communities. In line with the CDC recommendations, fully vaccinated visitors are not required to wear a mask during their visit. Unvaccinated visitors are asked to wear a mask. If you are feeling unwell, please reschedule your visit. Virtual meetings also continue to be available to accommodate your preferences.
Please contact me to schedule a virtual or in-person meeting. Please contact me with any questions or concerns.
Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.
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