First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I have a real passion for working with clients of all ages and all walks of life. I am energized by educating people and developing a wealth management plan for the unique challenges each of us face. My goal is to provide the appropriate investment strategy based on your risk tolerance, time horizon, and investment objective.
I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I work to closely monitor market and economic events to identify short-term investment opportunities. I may add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.