First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.
Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
This issue of Investor’s Edge—the newsletter exclusively available for RBC Wealth Management investors—takes a look at millennials and the unique opportunities and needs they have. Additional topics in this issue: • Five money vows to take before saying “I do”; • Financial maturity shatters generational stereotypes; and • Responsibility a strong priority for millennial investors.
I urge you to take a look and reach out to me if you have any questions or would like to discuss any of these issues further.
December 9, 2019