First Vice President - Branch Director, Consulting Group
I work with individuals and families to help them navigate the complex world of retirement and estate planning. Together, we identify and implement those strategies that are most prudent for their long-term goals. Every individual's and family's circumstances are unique -- and through a consultative approach backed by the award-winning resources offered by RBC Wealth Management, my clients receive the attention they need and deserve to clearly understand their financial picture and various options available to them.
As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. 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.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
January 15, 2020
June 1, 2018
While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.