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
November 12, 2019
November 1, 2019
Global Insight Weekly
As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.