Senior Vice President - Financial Advisor - Senior 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.”
Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. 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 locations where the local government has implemented a mask mandate, you must wear a face mask while on RBC premises. If no mask mandate is in effect in your location, 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 or with any questions or concerns.
Clients can also access account information anytime via RBC Wealth Management Online.
Employees have been through so much during the pandemic, and the demands of work and life don't end just because we are now back in the office.
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