Senior Vice President ‑ Financial Advisor, Senior Portfolio Manager ‑ Portfolio Focus
Helping you grow more than wealth
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.
Learn more about Brian Kerwin and Kelly Oates
I provide tailored and creative investment strategies designed to help clients achieve their lifelong financial needs. My highest aspiration is professional advice and service. Making a difference in the lives of my clients is not only my job, but my responsibility. I strive to utilize the best quantitative equities from our research providers filtered through supply/demand discipline. I try to capture opportunity and minimize unnecessary risk. And like any group, I believe in playing both offense and defense.
I am very passionate and devoted to helping special needs families and want to make a difference in the quality of life for people with disabilities, their families and caregivers. I will help you find appropriate strategies to the complex financial needs you face. It is never too early or too late to begin planning a secure future for your loved ones with special needs and your entire family. Contact me today for more information.
As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, you must take required minimum distributions (RMDs) to avoid tax penalties. Contact me today to learn more about your options.
Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?
Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.
For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.
June 15, 2023
Trend & cycle roadmap
August 5, 2024
Trend & cycle: The long view
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly