The best returns are more than financial


We work with a relatively small number of successful executives and entrepreneurs and a select group of publicly traded companies to administer their equity compensation plans. Our clients are intelligent, sophisticated people who, rightfully, have high demands of their advisors. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice. We understand that our success is wholly dependent on their trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.

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As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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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

Summer events shaping the outlook for the UK and Europe

Aug 11, 2022 | Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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Coffee Has Major Health Benefits, New Study Finds — Best Life

Ready to wake up and smell the coffee? Research suggests that coffee has major health benefits, lowering risk of heart disease and death.

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Habits Secretly Increasing Your Cancer Risk, Say Physicians — Eat This Not That

According to the CDC, cancer is the second leading cause of death in the U.S. behind heart disease. Here are five habits that could be increasing your cancer risk.

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Did you know this about money management? If the luck of the Irish was with you in March and you got a large gift or won the lottery, be prepared for the tax bill. I can help you with a wealth plan for that tax bill.