Senior Vice President ‑ Financial Advisor, Senior Portfolio Manager ‑ Portfolio Focus
Helping you grow more than wealth
Learn more about Brian Kerwin and Kelly Oates
I provide tailored and creative investment strategies designed to help clients achieve their lifelong financial needs. My highest aspiration is professional advice and service. Making a difference in the lives of my clients is not only my job, but my responsibility. I strive to utilize the best quantitative equities from our research providers filtered through supply/demand discipline. I try to capture opportunity and minimize unnecessary risk. And like any group, I believe in playing both offense and defense.
I am very passionate and devoted to helping special needs families and want to make a difference in the quality of life for people with disabilities, their families and caregivers. I will help you find appropriate strategies to the complex financial needs you face. It is never too early or too late to begin planning a secure future for your loved ones with special needs and your entire family. Contact me today for more information.
Alzheimer’s disease and cognitive decline have a devastating impact not just on those with disease. It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.
In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.
Download the workbook »
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
Read GI Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.
Planning for your financial future isn't about filling in the blanks. It's about knowing what you want and working with a trusted partner who can help you get there. At RBC Wealth Management, we help you create a wealth plan that moves you toward your goals.
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
June 15, 2023
Trend & cycle roadmap
September 1, 2023
Trend & cycle: The long view
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
