It's not just your money. It's your life.

My practice has one goal.

I help high net worth individuals and businesses achieve their financial goals by creating and implementing comprehensive wealth management solutions that focus on accumulating, protecting and transferring wealth.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Wondering what to do with your retirement plan?

For more information please contact me at 408-947-3301 or maria.boisvert@rbc.com.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

West Valley Peninsula Group

I am also proud to be a member of the West Valley Peninsula Group, visit our team website.

Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more

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