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Value statement

As an Accredited Investment Fiduciary I have helped employers achieve their retirement plan goals.  It requires a personal interest in understanding the organization; the discipline to develop long-term investment policies; the patience to evaluate events calmly in the context of long-term trends; and an understanding of personal and organizational strengths and weaknesses to determine when delegation and outsourcing is more appropriate.

Most important, it requires the ability to get the right things done. A prudent investment process facilitates effective management by distinguishing important from unimportant tasks.   

Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Latest Insights

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Apr 10, 2026 | Angie O'Leary, Head of Wealth Strategies and Solutions

Don’t wait another year to focus on your long-term wealth goals.

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