Senior Vice President - Financial Advisor, Portfolio Director
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.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
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.
The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.
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
