Knowledge, experience & integrity


Value statement

As a financial advisor, Dane works closely with his clients to manage their wealth through comprehensive investment and risk management strategies designed to meet their financial goals. Because his client base ranges from affluent individuals and families to institutional clients listed on the New York Stock Exchange, Dane’s approach to each relationship is unique. By utilizing his knowledge, experience, and integrity, in addition to the vast set of resources provided to him by RBC, Dane is dedicated to becoming his clients’ trusted consultant, helping them to reduce financial complexities and focus on what is most important to them.


Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

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Latest Insights

Technical analysis

Equity market cycle recovers to new highs with participation broadening

Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.

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