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 Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.
Want to discuss how this applies to your situation? Contact me for more information.
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.”
While Joe Biden is projected to win the election, it appears he’ll have to work with a status quo, i.e., divided, Congress. We look at what such an ongoing balance of power would mean for the equity market and economy. 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.
Demographic shifts and a growing desire to have a positive impact in the community will likely drive a surge in interest for responsible investing.
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
October 6, 2020
Investor's Edge
November 2, 2020
Market Week
January 15, 2020
Technical Update
