Vice President - Financial Advisor, Consulting Group
Everyone’s set of financial resources is different. How people want their lives to be is also unique. I start by working hard to understand all of this. What I learn is documented and analyzed — then I make recommendations. After thorough discussion, a plan is mutually agreed upon, implemented, and continually monitored with regular client communication and formal reviews. RBC Wealth Management has great technology that assists in this process, but no computer software can form a human relationship, truly comprehend a life, or design a plan that supports a person’s desired way of living.
What a difference a year can make for the profit outlook, as uncertainties are clipping momentum. But while earnings growth will be dialed back, we look at why investors should remain dialed in to equities with a constructive—yet vigilant—stance. 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.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. I am also committed to consistent and valuable communication, because it's essential to a partnership. This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary. I see it as one more way for us to stay connected.
November 4, 2017
Stay or roll? Understanding your retirement distribution options