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.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.
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