Senior Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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.
Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.
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