Senior Vice President - Financial Advisor, Senior Consulting Group
I help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. I also work closely with my clients' tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality.
I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate, given my clients' risk tolerance, time horizon, and financial goals.
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.
November 28, 2022