Senior Vice President - Branch Director, Senior Consulting Group
I work with high net worth individuals and their families to provide customized, in-depth wealth management solutions which reflect their current financial needs as well as their long term goals.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. I am also committed to consistent and valuable communication, because it's essential to a partnership. This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary. I see it as one more way for us to stay connected.
March 30, 2020
October 20, 2017
The Cost of Waiting – Bond Investments
October 24, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
November 19, 2018
2019/2020 dollar limitations for retirement plans