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 to meet and often exceed their expectations while 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 between $3 and $25 million dollars and benefit from our customized approach to managing wealth: addressing wealth accumulation and legacy planning while using their wealth to create an income stream during retirement.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
