Senior Vice President - Financial Advisor, Consulting Group
As an RBC financial professional, our mission it to align each client's unique goals, values and needs with a customized planning process and design investments and wealth management strategies to work towards those objectives.
We follow an in-depth discovery approach that leads to a true understanding of each client's specific situation, time horizon and risk tolerance.
This practice helps us focus on growing and protecting the assets of high net worth clients including families, corporate executives, and businesses by leveraging my experiences and the resources at RBC to help solve complex financial issues.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
May 20, 2022
A strategy to stay focused
October 20, 2017
Active Allocation Portfolio: Ideas for Global Asset Allocation
June 1, 2023
Global insight weekly
