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.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
June 1, 2023
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