Vice President - Financial Advisor
I help affluent individuals, families, and businesses achieve their specific goals by implementing strategic plans pertaining to their financial objectives. Clients appreciate my personalized approach to managing their wealth as it provides them with a balanced foundation for achieving their goals.
I implement unique strategies & deliver realized solutions that have generated positive cash flow and accumulate capital through an established approach. Within this I select exceptional management companies that generate consistent performance in both accelerating and decelerating markets.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.