Senior Vice President - Financial Advisor - Senior Consulting Group
At RBC Wealth Management, we use sophisticated tools and professional resources to develop a personal, integrated analysis that can help you reach your financial goals. After talking with you and understanding your current situation, assets, financial goals and objectives, we will work with a full range of professionals to match those needs with customized solutions. Your action plan includes an in-depth analysis of your current financial situation along with strategies to reach your objectives. We explain the proposed solutions and work with you toward achieving your objectives.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
Thank you for trusting me as your wealth management professional. My commitment to you goes beyond sharing my knowledge and expertise. If you are not currently a client feel free to contact me and set up a meeting.
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Social Security: At a glance
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.