Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I help create, maintain and grow comprehensive wealth management solutions for individuals, business owners, entrepreneurs and charitable foundations. These solutions are closely managed through a variety of economic events and life event changes that invariably occur among clients. Each plan is developed for my client's economic security and designed to do so in the most tax efficient way possible.
Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
October 30, 2017
Social Security: At a glance