Senior Vice President - Financial Advisor
I provide strategic wealth planning and comprehensive financial advice for individuals and families. I draw on the vast range of portfolio solutions offered by RBC Wealth Management to meet each client’s needs and objectives. My practice focuses on customized portfolio management with an emphasis on recommending individual stocks and bonds. Clients can choose a fee based or transaction based approach. Core to my business is focusing on doing what is in my client’s best interest. Client education, communication, and feedback is an integral part of my practice.
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 »
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?
