First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
I help individuals, families and small business owners create, implement and manage a risk adjusted wealth management plan. I pride myself in building long-term client relationships based on trust, respect and knowledge.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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Working with your family to develop a wealth mission statement can chart an intentional course for the future.
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