Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My mission is to inspire my clients by partnering in their vision, so they can be secure in their family's future options.
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.
May 10, 2022
Estate planning basics
Portfolio Focus
May 27, 2022
Long-term care insurance
May 20, 2022
Online Account Access
May 31, 2022
Wills, probate, and estate settlement