Following the dramatic events of 2009, there are a number of issues to consider about the investment environment as the calendar turns. RBC Wealth Management’s Private Client Research Group analysts provide their thoughts about the economy, stock market, and equity investment opportunities for the coming months in the 2010 Outlook report.

Watch for tremendous exposure of RBC, parent company of RBC Wealth Management, in golf this season as the new Official Patron Sponsor of The PGA of America, the highest level of partnership granted by The PGA. Additionally, RBC announced “Team RBC,” including tour professionals Fred Couples, Stephen Ames, Mike Weir, Anthony Kim, Luke Donald and LPGA standout Morgan Pressel, all who will be carrying RBC branded golf bags during tour play.   

Drawing on my 30 years of experience working closely with people, I create individualized wealth management plans for clients to help them set realistic objectives that will allow them to reach their financial goals. To help you achieve your goals, I utilize a variety of strategies including asset allocation, diversification and estate planning to help grow, preserve and transfer wealth while minimizing tax consequences. I am able to provide a high level of service to you by listening to your concerns, creating a plan that fits your needs and following through with regular and timely reviews and contacts.


RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.