Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My mission is to help create financial security and peace of mind for individuals and their families. I strive to determine my clients’ specific investment needs by customizing a wealth management plan to meet their financial goals. Having a primary financial advisor helps to streamline investment planning. I endeavor to provide the exceptional service that is demanded in today’s fast paced world. My ultimate goal is to maintain the highest level of trust and integrity as I enable my clients to achieve their long-term financial objectives.
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 »
As markets continue to test the resolve of long-term investors, a look back at a similar period in history is a valuable reminder of the benefits of sticking to a long-term plan.
Please contact me to set up an appointment to discuss your financial goals.
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
May 10, 2022
The cycle of market emotions
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
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.
