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.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
December 9, 2019