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

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Latest Insights

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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