I strive to help my clients accumulate and preserve their wealth and to help them develop multigenerational wealth management plans, helping to ensure that not only is their future taken care of, but their families as well. My goal is to educate my clients as we go through each step of my process, while providing outstanding client service. I've found that this helps ensure they are comfortable with each action we take along the way.
As opposed to a traditional market capitalization philosophy of "bigger is always better". I encourage my clients to have portfolios that are alternately weighted equally, by dividend yield or by relative strength in an effort to achieve superior outcomes. I believe investment income-similar to free cash flow for a successful business-is critical for a successful retirement portfolio. I employ both fundamental and technical analysis in decision making, fundamental to determine what to buy, technical to determine when to buy or sell.
What is Important to You
Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:
- Planning for retirement
- Creating an income during retirement
- Funding an education
- Maintaining or enhancing your lifestyle
- Preparing for a major purchase
- Protecting your family or income
- Creating the legacy you want to be remembered by