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 that meets and often exceeds their expectations, by 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 of between $2 and $15 million dollars. Clients benefit from our customized approach to managing wealth, which typically addresses both wealth accumulation & legacy planning – in addition to using your wealth to create an income stream during retirement.
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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.
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