Senior Vice President - Financial Advisor, Consulting Group
I provide exceptional advice and service to my clients which include asset management for individuals, businesses, corporations and nonprofit organizations. Building long term relationships through trust and integrity is my philosophy. I pride myself in educating and advising clients in creating a custom strategy for their long term goals.
My investment philosophy has always been centered around the client with each client being unique. All portfolios are designed with each client’s risk tolerance, time horizon and needs taken into consideration to provide them with a comfortable investment strategy. Ongoing monitoring of each portfolio is imperative for achievement of each clients goals.
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
September 18, 2019
Daily Market View
September 16, 2019
June 1, 2018