Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
These three words build the foundation, on which I've built my business. Whenever I start working with new clients, I look at their big picture and listen to what they are trying to accomplish, both in the short term and the long term. I learn their values, their risk tolerance and their family situation and I work hard to help them build an investment portfolio that makes sense for them.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
Social Security: At a glance
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
