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.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
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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