Senior Vice President - Financial Advisor, Portfolio Director 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.
As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.
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
