Senior Vice President - Financial Advisor - Senior Portfolio Manager
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
Read more in Global Insight Monthly
I provide financial solutions to mid and upper-level corporate executives and their families. Through a comprehensive approach to managing wealth, I address my clients’ specific needs including diversifying company stock and option planning to setting up post-work life income and goals. For executives owing their own business, I provide retirement planning and business succession solutions.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.
December 1, 2017
Master Limited Partnerships
May 7, 2025
Trend & cycle roadmap
April 18, 2023
Daily market view