Personal relationships. Global resources.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Value statement

Our team is dedicated to the highest standards of professional excellence utilizing a disciplined investment strategy and incorporating realistic return expectations. With a focus on providing superior, unbiased investment advice and unparalleled service, we actively manage individual accounts, retirement accounts, institutional accounts, trusts, corporations, foundations and various charitable institutions.

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. We bring a financial consulting discipline to the investment process and view our client relationships as life-long partnerships. We look forward to the opportunity to assist you with your wealth management needs.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Credit market checkup

Sep 12, 2019 | Thomas Garretson, CFA

The number of U.S. companies losing their investment-grade status has been in decline for years, but amid rising recession risks, is a wave coming?

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two men working on a project together at home

For high-net-worth investors in America, planning is key to confidence in financial goals

Sep 12, 2019 | The Economist Intelligence Unit

Ensuring long-term financial well-being in the face of economic uncertainty.

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