Next Step Investment Group at RBC Wealth Management
10/17/2023
A few weeks ago myself and some RBC colleagues had the opportunity to work with Habitat for Humanity in North Chicago. We got out of the office and spent the day setting up scaffolding, cutting Styrofoam insulation, and working on siding installation amongst other tasks. Representing Team RBC in the community is always a pleasure and a big part of our mission as a firm.
08/03/2023
Your cash can work for you. Earn up to 5.39% APY with qualifying cash held in your eligible RBC Wealth Management account. Contact me today to learn more.
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06/05/2023
The Chicago Complex got together last Thursday for a Mini Financial Advisor Symposium...and a little fun on the Wendella Architecture Tour. Nothing beats summer in Chicago and connecting with colleagues you don't get to see often!
Your financial picture can change frequently, and for a lot of people this is the time of year things change. Bonuses, raises or starting a new position all tend to take place this time of year. The digital, goals-based RBC WealthPlan helps me work with you to adjust quickly, so you have confidence in achieving your goals. Ask me about WealthPlan today!
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111 S Wacker Drive, Suite 3200
Chicago, IL
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