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.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
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
