Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations, by focusing on developing personal relationships with each of our clients. Our ideal client is over 50 years old whose emphasis is on future retirement goals. Typical clients have assets of between $2 and $15 million dollars. Clients benefit from our customized approach to managing wealth, which typically addresses both wealth accumulation & legacy planning – in addition to using your wealth to create an income stream during retirement.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
June 1, 2023
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