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.
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.
October 30, 2017
Social Security: At a glance
September 13, 2019
Global Insight Weekly
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.