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Value statement

I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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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.

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Latest Insights

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Keep your holiday shopping merry by warding off fraudsters

Nov 12, 2024 | RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for criminals.

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