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.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.
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
