Senior Vice President - Financial Advisor, Senior Consulting Group
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
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 »
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, contact me.
May 10, 2022
Cyber security - Strategies for staying safe online
May 20, 2022
Social Security fundamentals
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
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.