Senior Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
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 provide financial solutions to mid and upper-level corporate executives and their families. Through a comprehensive approach to managing wealth, I address my clients’ specific needs including diversifying company stock and option planning to setting up post-work life income and goals. For executives owing their own business, I provide retirement planning and business succession solutions.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.
December 1, 2017
Master Limited Partnerships
June 15, 2023
Trend & cycle roadmap
April 18, 2023
Daily market view
