Senior Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the 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.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
December 1, 2017
Master Limited Partnerships
June 15, 2023
Trend & cycle roadmap
April 18, 2023
Daily market view