Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
Chris’ team provides Wealth Management for individuals and businesses. His highly experienced team will work closely with you to offer a set of personalized value added solutions designed to help you accumulate, protect, earn income from and transfer your wealth in a manner that is consistent with your goals. Our mission is to help create financial security and peace of mind for our clients. Client’s benefit from our customized approach to wealth management since it helps address their current financial needs and achieve their long-term goals.
The cornerstone of our philosophy is to provide superior client service while managing risk and reducing volatility in accordance with our client’s goals and risk tolerance.
Our team’s approach has led to long-term relationships with our clients and in most cases multi-generational relationships with their families.
- Ben Franklin
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
February 4, 2020
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