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 AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
Read more in Global Insight Monthly
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
Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.
